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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $186,506 |
Filed as: CAPFINANCIAL PARTNERS, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $66,250 |
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 | $174,423 | $89,436+95.0% | $164,813+5.8% | $77,643+124.6% |
| Participation rate | 99.1% | 78.6%+20.5pp | 78.6%+20.5pp | 70.6%+28.6pp |
| Annual return | 16.03% | 28.83%-12.8pp | 69.93%-53.9pp | 31.24%-15.2pp |
| Employer contribution / active EE | $7,261 | $2,569+182.7% | $4,341+67.3% | $2,726+166.4% |
| Participant deferral / active EE | $7,713 | $4,897+57.5% | $6,031+27.9% | $4,647+66.0% |
| Admin fee / account holder | $242 | $339-28.8% | $12,690-98.1% | $430-43.8% |