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 LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,560 |
QUALIFIED PLANS, LLC7+ years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 49 | Other Services | $6,231 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $4,150 |
QUALIFIED PLAN CONSULTANS4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,335 | $30,555+64.7% | $80,716-37.6% | $86,799-42.0% |
| Participation rate | 35.7% | 37.2%-1.6pp | 54.2%-18.5pp | 72.3%-36.6pp |
| Annual return | 13.17% | 30.35%-17.2pp | 87.28%-74.1pp | 97.91%-84.7pp |
| Employer contribution / active EE | $197 | $472-58.4% | $1,160-83.1% | $2,405-91.8% |
| Participant deferral / active EE | $947 | $1,050-9.7% | $2,146-55.8% | $4,131-77.1% |
| Admin fee / account holder | $11 | $135-91.8% | $3,380-99.7% | $170-93.4% |