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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,762 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,414 | $92,055-1.8% | $106,213-14.9% | $77,643+16.4% |
| Participation rate | 93.6% | 81.0%+12.6pp | 75.3%+18.3pp | 70.6%+23.0pp |
| Annual return | 11.64% | 17.91%-6.3pp | 116.14%-104.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,904 | $3,367-43.5% | $3,171-40.0% | $2,726-30.2% |
| Participant deferral / active EE | $5,315 | $5,386-1.3% | $5,016+6.0% | $4,647+14.4% |
| Admin fee / account holder | $201 | $219-8.4% | $11,033-98.2% | $430-53.4% |