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 | $120,698 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $53,321 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,499 | $89,436-15.6% | $164,813-54.2% | $77,643-2.8% |
| Participation rate | 97.7% | 78.6%+19.1pp | 78.6%+19.1pp | 70.6%+27.2pp |
| Annual return | 15.36% | 28.83%-13.5pp | 69.93%-54.6pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,837 | $2,569-28.5% | $4,341-57.7% | $2,726-32.6% |
| Participant deferral / active EE | $7,653 | $4,897+56.3% | $6,031+26.9% | $4,647+64.7% |
| Admin fee / account holder | $246 | $339-27.6% | $12,690-98.1% | $430-42.9% |