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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $80,389 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,173 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,761 | $84,487+54.8% | $125,339+4.3% | $66,914+95.4% |
| Participation rate | 97.0% | 76.4%+20.6pp | 82.4%+14.6pp | 69.8%+27.2pp |
| Annual return | 1.22% | -8.39%+9.6pp | 572.05%-570.8pp | 1.58%-0.4pp |
| Employer contribution / active EE | $5,990 | $3,553+68.6% | $4,814+24.4% | $2,544+135.4% |
| Participant deferral / active EE | $12,062 | $6,781+77.9% | $7,446+62.0% | $4,237+184.7% |
| Admin fee / account holder | $167 | $685-75.6% | $10,010-98.3% | $593-71.8% |