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 9-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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,777 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,340 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,986 | $68,413+100.2% | $123,104+11.3% | $55,191+148.2% |
| Participation rate | 98.1% | 84.5%+13.6pp | 86.8%+11.3pp | 69.2%+28.9pp |
| Annual return | 0.93% | 6.30%-5.4pp | 13.22%-12.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $5,360 | $3,050+75.7% | $5,151+4.0% | $1,899+182.3% |
| Participant deferral / active EE | $6,274 | $4,490+39.7% | $6,230+0.7% | $3,046+105.9% |
| Admin fee / account holder | $29 | $88-67.4% | $9,015-99.7% | $91-68.5% |