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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,068 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $64,779 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,054 | $50,458+32.9% | $159,960-58.1% | $64,808+3.5% |
| Participation rate | 95.9% | 68.0%+27.9pp | 78.0%+18.0pp | 71.5%+24.5pp |
| Annual return | -19.85% | -13.42%-6.4pp | 408.60%-428.5pp | 32.82%-52.7pp |
| Employer contribution / active EE | $2,116 | $1,722+22.8% | $4,226-49.9% | $2,506-15.6% |
| Participant deferral / active EE | $6,046 | $4,004+51.0% | $6,182-2.2% | $4,310+40.3% |
| Admin fee / account holder | $328 | $706-53.6% | $8,698-96.2% | $188+74.4% |