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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,964 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,133 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,125 | $87,870+97.0% | $113,168+53.0% | $74,304+133.0% |
| Participation rate | 97.0% | 70.7%+26.3pp | 76.6%+20.5pp | 60.3%+36.7pp |
| Annual return | 13.25% | 26.44%-13.2pp | 24.27%-11.0pp | 29.43%-16.2pp |
| Employer contribution / active EE | $2,802 | $2,277+23.0% | $2,975-5.8% | $2,241+25.0% |
| Participant deferral / active EE | $7,204 | $4,241+69.9% | $5,107+41.1% | $3,767+91.2% |
| Admin fee / account holder | $568 | $3,368-83.1% | $12,068-95.3% | $2,969-80.9% |