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 LLC5 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,811 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,790 |
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 | $79,512 | $58,264+36.5% | $86,612-8.2% | $71,457+11.3% |
| Participation rate | 86.9% | 65.0%+21.9pp | 71.7%+15.2pp | 67.9%+19.0pp |
| Annual return | 15.25% | 21.63%-6.4pp | 591.07%-575.8pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,751 | $2,574-32.0% | $3,022-42.1% | $2,588-32.3% |
| Participant deferral / active EE | $5,171 | $3,436+50.5% | $4,438+16.5% | $4,289+20.6% |
| Admin fee / account holder | $290 | $1,057-72.6% | $5,614-94.8% | $1,587-81.7% |