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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $47,101 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,505 |
Service code 49 · EIN 54-0991574 | Other Services | $6,091 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,817 | $66,124+20.7% | $90,404-11.7% | $73,488+8.6% |
| Participation rate | 98.0% | 69.7%+28.3pp | 72.7%+25.3pp | 70.7%+27.3pp |
| Annual return | 16.52% | 17.65%-1.1pp | 1293.02%-1276.5pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,580 | $2,346-32.7% | $3,262-51.6% | $2,270-30.4% |
| Participant deferral / active EE | $4,372 | $3,039+43.9% | $3,963+10.3% | $3,740+16.9% |
| Admin fee / account holder | $337 | $396-14.9% | $5,611-94.0% | $513-34.3% |