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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $59,261 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,231 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,022 | $58,083+91.1% | $80,019+38.7% | $56,287+97.2% |
| Participation rate | 98.8% | 73.6%+25.2pp | 75.8%+23.0pp | 69.9%+28.9pp |
| Annual return | -6.84% | 34.61%-41.5pp | 11.22%-18.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $5,142 | $1,932+166.2% | $2,468+108.4% | $2,111+143.6% |
| Participant deferral / active EE | $4,650 | $3,135+48.3% | $3,686+26.2% | $3,350+38.8% |
| Admin fee / account holder | $8 | $623-98.8% | $6,521-99.9% | $521-98.5% |