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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $127,363 |
CAPFINANCIAL PARTNERS LLC7+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $64,071 |
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 | $78,777 | $185,342-57.5% | $111,297-29.2% | $86,799-9.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 16.24% | 500.80%-484.6pp | 54.65%-38.4pp | 97.91%-81.7pp |
| Employer contribution / active EE | $2,767 | $2,246+23.2% | $2,731+1.3% | $2,405+15.0% |
| Participant deferral / active EE | $6,332 | $4,458+42.0% | $4,487+41.1% | $4,131+53.3% |
| Admin fee / account holder | $345 | $255+35.1% | $7,964-95.7% | $170+103.6% |