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 | $247,576 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST FINANCIAL GROUP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $80,583 |
DELOITTE & TOUCHE LLP9 years Service code 10 · EIN 13-3891517 | Accounting | $34,650 |
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 | $81,245 | $58,778+38.2% | $129,295-37.2% | $77,671+4.6% |
| Participation rate | 97.5% | 59.2%+38.2pp | 69.6%+27.9pp | 70.6%+26.9pp |
| Annual return | 12.27% | 24.73%-12.5pp | 9429.28%-9417.0pp | 31.21%-18.9pp |
| Employer contribution / active EE | $4,403 | $1,952+125.5% | $4,157+5.9% | $2,726+61.5% |
| Participant deferral / active EE | $4,114 | $3,212+28.1% | $4,169-1.3% | $4,648-11.5% |
| Admin fee / account holder | $220 | $589-62.6% | $7,665-97.1% | $430-48.8% |