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 | $137,176 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $66,892 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,948 | $47,722-31.0% | $82,719-60.2% | $64,808-49.2% |
| Participation rate | 78.9% | 67.6%+11.3pp | 72.6%+6.4pp | 71.5%+7.5pp |
| Annual return | -16.32% | -13.05%-3.3pp | 701.18%-717.5pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,038 | $2,179-52.4% | $3,009-65.5% | $2,506-58.6% |
| Participant deferral / active EE | $2,900 | $3,329-12.9% | $4,395-34.0% | $4,310-32.7% |
| Admin fee / account holder | $166 | $143+16.0% | $5,329-96.9% | $188-11.7% |