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 LLC5+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,418 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,856 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,294 | $73,404-20.6% | $87,100-33.1% | $67,579-13.7% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.9%+22.8pp | 71.3%+28.4pp |
| Annual return | 24.38% | 48.29%-23.9pp | 28.19%-3.8pp | 378.56%-354.2pp |
| Employer contribution / active EE | $2,420 | $2,014+20.2% | $2,521-4.0% | $2,148+12.7% |
| Participant deferral / active EE | $4,733 | $3,913+21.0% | $4,049+16.9% | $3,539+33.7% |
| Admin fee / account holder | $24 | $142-82.8% | $7,497-99.7% | $142-82.9% |