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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $162,191 |
CAPFINANCIAL PARTNERS LLC6+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,469 |
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 | $41,156 | $52,670-21.9% | $90,404-54.5% | $73,409-43.9% |
| Participation rate | 75.0% | 67.7%+7.3pp | 72.7%+2.3pp | 72.2%+2.8pp |
| Annual return | 17.08% | 20.70%-3.6pp | 1293.02%-1275.9pp | 59.29%-42.2pp |
| Employer contribution / active EE | $851 | $1,872-54.6% | $3,262-73.9% | $2,234-61.9% |
| Participant deferral / active EE | $2,342 | $2,807-16.6% | $3,963-40.9% | $3,805-38.5% |
| Admin fee / account holder | $213 | $117+82.3% | $5,611-96.2% | $158+34.8% |