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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,669 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $78,136 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,463 | $99,016+112.6% | $93,789+124.4% | $66,914+214.5% |
| Participation rate | 99.0% | 82.1%+16.9pp | 81.0%+18.1pp | 69.8%+29.2pp |
| Annual return | -14.22% | -14.59%+0.4pp | -11.33%-2.9pp | 1.58%-15.8pp |
| Employer contribution / active EE | $3,361 | $4,769-29.5% | $4,323-22.2% | $2,544+32.1% |
| Participant deferral / active EE | $11,629 | $6,689+73.9% | $6,094+90.8% | $4,237+174.5% |
| Admin fee / account holder | $866 | $477+81.4% | $7,195-88.0% | $593+46.0% |