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 | $131,015 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $56,920 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,346 | $52,208-30.4% | $86,612-58.0% | $74,419-51.2% |
| Participation rate | 81.4% | 66.3%+15.0pp | 71.7%+9.7pp | 70.7%+10.6pp |
| Annual return | 20.82% | 44.46%-23.6pp | 591.07%-570.2pp | 34.38%-13.6pp |
| Employer contribution / active EE | $1,079 | $2,282-52.7% | $3,022-64.3% | $2,637-59.1% |
| Participant deferral / active EE | $3,118 | $3,383-7.8% | $4,438-29.7% | $4,528-31.1% |
| Admin fee / account holder | $153 | $319-52.1% | $5,614-97.3% | $348-56.1% |