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 | $134,727 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $76,989 |
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 | $95,623 | $88,890+7.6% | $102,423-6.6% | $77,643+23.2% |
| Participation rate | 99.6% | 80.9%+18.7pp | 76.5%+23.1pp | 70.6%+29.0pp |
| Annual return | 12.38% | 24.98%-12.6pp | 29.32%-16.9pp | 31.24%-18.9pp |
| Employer contribution / active EE | $3,004 | $2,698+11.4% | $3,023-0.6% | $2,726+10.2% |
| Participant deferral / active EE | $7,160 | $5,145+39.1% | $5,053+41.7% | $4,647+54.1% |
| Admin fee / account holder | $377 | $235+60.3% | $9,451-96.0% | $430-12.3% |