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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS,LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,564 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,823 |
Service code 49 · EIN 54-0991574 | Other Services | $8,061 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,848 | $63,745+42.5% | $98,442-7.7% | $79,386+14.4% |
| Participation rate | 97.5% | 69.9%+27.6pp | 73.3%+24.2pp | 70.7%+26.8pp |
| Annual return | 12.72% | 625.80%-613.1pp | 1492.73%-1480.0pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,896 | $2,557-25.8% | $2,960-35.9% | $2,427-21.9% |
| Participant deferral / active EE | $5,375 | $3,303+62.7% | $4,276+25.7% | $4,046+32.9% |
| Admin fee / account holder | $373 | $516-27.6% | $5,949-93.7% | $626-40.4% |