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) | $70,378 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,319 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,177 | $118,971+116.2% | $112,977+127.6% | $73,488+250.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.6%+17.4pp | 70.7%+29.3pp |
| Annual return | 13.56% | 17.79%-4.2pp | 24.24%-10.7pp | 28.51%-14.9pp |
| Employer contribution / active EE | $3,581 | $4,091-12.5% | $4,255-15.8% | $2,270+57.8% |
| Participant deferral / active EE | $10,969 | $6,133+78.9% | $5,836+88.0% | $3,740+193.3% |
| Admin fee / account holder | $10 | $573-98.3% | $6,294-99.8% | $513-98.1% |