See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $149,897 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $47,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,993 | $91,372+60.9% | $129,995+13.1% | $74,419+97.5% |
| Participation rate | 96.1% | 77.8%+18.4pp | 78.5%+17.7pp | 70.7%+25.4pp |
| Annual return | 19.18% | 23.21%-4.0pp | -137.18%+156.4pp | 34.38%-15.2pp |
| Employer contribution / active EE | $6,117 | $2,563+138.6% | $4,320+41.6% | $2,637+131.9% |
| Participant deferral / active EE | $6,364 | $4,721+34.8% | $5,820+9.4% | $4,528+40.6% |
| Admin fee / account holder | $184 | $283-35.1% | $10,614-98.3% | $348-47.1% |