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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.
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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 | $59,165 |
CAPFINANCIAL PARTNERS LLC11+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,340 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,972 | $84,556-29.1% | $116,228-48.4% | $74,304-19.3% |
| Participation rate | 85.2% | 66.0%+19.2pp | 74.6%+10.7pp | 60.3%+24.9pp |
| Annual return | 12.28% | 18.35%-6.1pp | 90.06%-77.8pp | 29.43%-17.1pp |
| Employer contribution / active EE | $1,081 | $2,168-50.1% | $2,994-63.9% | $2,241-51.8% |
| Participant deferral / active EE | $3,222 | $3,814-15.5% | $4,953-34.9% | $3,767-14.5% |
| Admin fee / account holder | $300 | $3,792-92.1% | $11,989-97.5% | $2,969-89.9% |