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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,468 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 16-0058143 | Advisory (Plan) | $24,193 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,257 | $63,299+88.4% | $91,001+31.1% | $62,292+91.4% |
| Participation rate | 99.6% | 73.3%+26.3pp | 75.6%+24.0pp | 69.5%+30.1pp |
| Annual return | 18.12% | 20.99%-2.9pp | 4.60%+13.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $5,394 | $1,807+198.6% | $2,456+119.7% | $2,042+164.1% |
| Participant deferral / active EE | $4,413 | $2,943+50.0% | $3,547+24.4% | $3,169+39.3% |
| Admin fee / account holder | $8 | $468-98.4% | $5,417-99.9% | $479-98.4% |