See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,909 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,924 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,643 | $155,795-83.5% | $136,294-81.2% | $69,631-63.2% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 70.7%+25.3pp |
| Annual return | 31.34% | 232464.33%-232433.0pp | 5155.94%-5124.6pp | 27571.02%-27539.7pp |
| Employer contribution / active EE | $1,277 | $2,991-57.3% | $4,695-72.8% | $2,032-37.2% |
| Participant deferral / active EE | $5,258 | $5,394-2.5% | $6,247-15.8% | $3,224+63.1% |
| Admin fee / account holder | $10 | $128-91.9% | $9,243-99.9% | $110-90.6% |