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 LLC11+ years Filed as: CAPTRUST FINANCIAL GROUP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $182,376 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,999 |
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 | $188,148 | $160,882+16.9% | $200,582-6.2% | $102,872+82.9% |
| Participation rate | 99.0% | 91.2%+7.9pp | 86.9%+12.2pp | 73.0%+26.0pp |
| Annual return | 17.75% | 18.15%-0.4pp | 42.33%-24.6pp | 19.06%-1.3pp |
| Employer contribution / active EE | $5,764 | $5,602+2.9% | $6,419-10.2% | $3,526+63.5% |
| Participant deferral / active EE | $10,253 | $9,300+10.2% | $9,331+9.9% | $5,535+85.2% |
| Admin fee / account holder | $183 | $125+46.3% | $16,305-98.9% | $292-37.5% |