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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,833 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $73,687 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,864 | $101,955+118.6% | $112,887+97.4% | $71,457+211.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.5%+19.5pp | 67.9%+32.1pp |
| Annual return | 14.05% | 28.92%-14.9pp | 34.10%-20.1pp | 28.85%-14.8pp |
| Employer contribution / active EE | $3,759 | $4,743-20.7% | $4,563-17.6% | $2,588+45.3% |
| Participant deferral / active EE | $12,410 | $6,771+83.3% | $6,513+90.5% | $4,289+189.4% |
| Admin fee / account holder | $761 | $1,395-45.4% | $7,047-89.2% | $1,587-52.1% |