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 | $137,931 |
CAPFINANCIAL PARTNERS LLC11+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,059 |
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 | $115,683 | $87,870+31.7% | $113,168+2.2% | $74,304+55.7% |
| Participation rate | 99.1% | 70.7%+28.4pp | 76.6%+22.6pp | 60.3%+38.8pp |
| Annual return | 14.78% | 26.44%-11.7pp | 24.27%-9.5pp | 29.43%-14.7pp |
| Employer contribution / active EE | $3,159 | $2,277+38.7% | $2,975+6.2% | $2,241+40.9% |
| Participant deferral / active EE | $7,903 | $4,241+86.4% | $5,107+54.8% | $3,767+109.8% |
| Admin fee / account holder | $421 | $3,368-87.5% | $12,068-96.5% | $2,969-85.8% |