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 | $52,027 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $19,500 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,940 | $122,239-14.2% | $184,203-43.0% | $74,495+40.9% |
| Participation rate | 91.9% | 85.5%+6.4pp | 86.8%+5.0pp | 67.2%+24.7pp |
| Annual return | 12.58% | 19.95%-7.4pp | 28.81%-16.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,754 | $4,537-61.3% | $6,427-72.7% | $2,623-33.1% |
| Participant deferral / active EE | $4,948 | $7,139-30.7% | $9,131-45.8% | $4,346+13.8% |
| Admin fee / account holder | $321 | $1,260-74.5% | $13,901-97.7% | $1,942-83.5% |