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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,930 |
CAP FINANCIAL PARTNERS, LLC5+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 49 · EIN 26-0058143 | Other Services | $37,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $122,834 | $79,519+54.5% | $95,952+28.0% | $73,409+67.3% |
| Participation rate | 99.3% | 81.2%+18.2pp | 77.1%+22.3pp | 72.2%+27.2pp |
| Annual return | 5.35% | 19.20%-13.9pp | 91.61%-86.3pp | 59.29%-53.9pp |
| Employer contribution / active EE | $1,919 | $2,048-6.3% | $2,541-24.5% | $2,234-14.1% |
| Participant deferral / active EE | $5,656 | $4,138+36.7% | $4,167+35.7% | $3,805+48.6% |
| Admin fee / account holder | $58 | $184-68.4% | $6,795-99.1% | $158-63.1% |