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) | $68,530 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,949 |
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 | $223,609 | $103,685+115.7% | $105,387+112.2% | $65,185+243.0% |
| Participation rate | 99.0% | 83.2%+15.8pp | 82.6%+16.5pp | 70.2%+28.8pp |
| Annual return | 21.88% | 23.88%-2.0pp | 26.82%-4.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $3,343 | $3,842-13.0% | $4,213-20.7% | $2,177+53.6% |
| Participant deferral / active EE | $10,094 | $5,634+79.2% | $5,502+83.5% | $3,514+187.3% |
| Admin fee / account holder | $22 | $399-94.4% | $6,559-99.7% | $847-97.4% |