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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,502 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 49 · EIN 46-4350797 | Other Services | $29,585 |
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 | $48,958 | $107,378-54.4% | $108,579-54.9% | $57,658-15.1% |
| Participation rate | 98.8% | 77.1%+21.7pp | 79.6%+19.2pp | 70.2%+28.5pp |
| Annual return | 8.41% | 12.80%-4.4pp | -51.70%+60.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,591 | $1,782-10.7% | $3,758-57.7% | $1,974-19.4% |
| Participant deferral / active EE | $4,439 | $3,221+37.8% | $4,311+3.0% | $3,061+45.0% |
| Admin fee / account holder | $219 | $108+101.8% | $7,645-97.1% | $95+131.6% |