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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,259 |
CAPFINANCIAL PARTNERS LLC11+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $91,026 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,494 | $142,424+109.6% | $100,534+196.9% | $74,304+301.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 80.6%+19.4pp | 60.3%+39.7pp |
| Annual return | 17.09% | 27.53%-10.4pp | 32.66%-15.6pp | 29.43%-12.3pp |
| Employer contribution / active EE | $4,338 | $5,555-21.9% | $4,346-0.2% | $2,241+93.6% |
| Participant deferral / active EE | $15,003 | $8,247+81.9% | $6,144+144.2% | $3,767+298.3% |
| Admin fee / account holder | $937 | $1,986-52.8% | $7,654-87.8% | $2,969-68.4% |