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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,249 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,466 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,873 | $56,638+44.6% | $169,368-51.7% | $74,419+10.0% |
| Participation rate | 93.7% | 67.5%+26.1pp | 77.1%+16.5pp | 70.7%+22.9pp |
| Annual return | 18.20% | 24.75%-6.5pp | 405.60%-387.4pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,464 | $2,027+21.6% | $4,013-38.6% | $2,637-6.6% |
| Participant deferral / active EE | $7,075 | $4,223+67.5% | $6,221+13.7% | $4,528+56.2% |
| Admin fee / account holder | $360 | $307+17.3% | $9,003-96.0% | $348+3.4% |