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, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,983 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,650 |
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 | $73,667 | $65,908+11.8% | $81,812-10.0% | $77,643-5.1% |
| Participation rate | 83.7% | 65.8%+17.9pp | 72.3%+11.3pp | 70.6%+13.1pp |
| Annual return | 14.43% | 26.64%-12.2pp | 773.79%-759.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,615 | $2,370-31.9% | $2,912-44.6% | $2,726-40.8% |
| Participant deferral / active EE | $4,853 | $3,505+38.4% | $4,319+12.4% | $4,647+4.4% |
| Admin fee / account holder | $260 | $526-50.5% | $7,386-96.5% | $430-39.5% |