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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $164,546 |
CAPFINANCIAL PARTNERS LLC7+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $76,762 |
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 | $39,415 | $58,290-32.4% | $98,442-60.0% | $86,799-54.6% |
| Participation rate | 77.2% | 68.3%+8.8pp | 73.3%+3.8pp | 72.3%+4.9pp |
| Annual return | 7.64% | 43.48%-35.8pp | 1492.73%-1485.1pp | 97.91%-90.3pp |
| Employer contribution / active EE | $889 | $2,008-55.7% | $2,960-70.0% | $2,405-63.1% |
| Participant deferral / active EE | $2,585 | $3,152-18.0% | $4,276-39.5% | $4,131-37.4% |
| Admin fee / account holder | $206 | $138+49.7% | $5,949-96.5% | $170+21.6% |