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 LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,621 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $4,919 |
QUALIFIED PLANS, LLC6+ years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 49 | Other Services | $4,308 |
QUALIFIED PLAN CONSULTANS3 years Service code 49 · EIN 20-0223513 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $40,736 | $29,369+38.7% | $77,482-47.4% | $73,409-44.5% |
| Participation rate | 42.3% | 37.9%+4.4pp | 54.2%-11.9pp | 72.2%-29.9pp |
| Annual return | 15.23% | 358.15%-342.9pp | 54.79%-39.6pp | 59.29%-44.1pp |
| Employer contribution / active EE | $187 | $406-53.8% | $986-81.0% | $2,234-91.6% |
| Participant deferral / active EE | $942 | $941+0.1% | $1,861-49.4% | $3,805-75.3% |
| Admin fee / account holder | $12 | $123-90.4% | $2,858-99.6% | $158-92.5% |