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 Filed as: CAPFINANCIAL PARTNERS, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $66,544 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,284 | $145,877-47.7% | $150,045-49.2% | $102,872-25.8% |
| Participation rate | 54.2% | 79.8%-25.6pp | 82.3%-28.1pp | 73.0%-18.8pp |
| Annual return | 21.47% | 21.37%+0.1pp | 62.55%-41.1pp | 19.06%+2.4pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,693-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $4,816 | $9,491-49.3% | $7,997-39.8% | $5,535-13.0% |
| Admin fee / account holder | $64 | $176-63.5% | $13,435-99.5% | $292-78.1% |