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 LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,674 |
QUALIFIED PLANS, LLC8+ years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 49 | Other Services | $5,147 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $3,558 |
QUALIFIED PLAN CONSULTANS5 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 | $41,021 | $30,086+36.3% | $61,373-33.2% | $64,808-36.7% |
| Participation rate | 36.7% | 36.4%+0.3pp | 52.6%-15.9pp | 71.5%-34.8pp |
| Annual return | -15.77% | -13.99%-1.8pp | 338.61%-354.4pp | 32.82%-48.6pp |
| Employer contribution / active EE | $237 | $536-55.9% | $1,159-79.6% | $2,506-90.6% |
| Participant deferral / active EE | $1,120 | $1,126-0.5% | $2,125-47.3% | $4,310-74.0% |
| Admin fee / account holder | $10 | $148-93.0% | $2,130-99.5% | $188-94.5% |