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 | $363,887 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST FINANCIAL GROUP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $215,022 |
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 | $170,038 | $122,854+38.4% | $184,200-7.7% | $199,768-14.9% |
| Participation rate | 99.4% | 87.0%+12.3pp | 86.8%+12.5pp | 72.0%+27.3pp |
| Annual return | 15.90% | 143.99%-128.1pp | 28.80%-12.9pp | 34.26%-18.4pp |
| Employer contribution / active EE | $5,780 | $4,588+26.0% | $6,424-10.0% | $3,037+90.4% |
| Participant deferral / active EE | $9,802 | $7,995+22.6% | $9,132+7.3% | $5,090+92.6% |
| Admin fee / account holder | $252 | $120+109.6% | $13,907-98.2% | $269-6.3% |