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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,836 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,674 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,517 | $72,254-9.3% | $86,677-24.4% | $64,808+1.1% |
| Participation rate | 98.9% | 80.4%+18.5pp | 76.6%+22.3pp | 71.5%+27.5pp |
| Annual return | -16.94% | 392.42%-409.4pp | 35.91%-52.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,919 | $2,393+22.0% | $2,836+2.9% | $2,506+16.5% |
| Participant deferral / active EE | $6,530 | $4,658+40.2% | $4,656+40.3% | $4,310+51.5% |
| Admin fee / account holder | $279 | $174+60.2% | $7,493-96.3% | $188+48.4% |