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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,979 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $64,973 |
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 | $80,639 | $99,078-18.6% | $96,544-16.5% | $74,419+8.4% |
| Participation rate | 97.1% | 80.7%+16.4pp | 76.0%+21.1pp | 70.7%+26.3pp |
| Annual return | 16.51% | 22.48%-6.0pp | 25.84%-9.3pp | 34.38%-17.9pp |
| Employer contribution / active EE | $3,040 | $2,570+18.3% | $2,965+2.5% | $2,637+15.3% |
| Participant deferral / active EE | $6,818 | $4,933+38.2% | $4,851+40.6% | $4,528+50.6% |
| Admin fee / account holder | $300 | $225+33.7% | $8,252-96.4% | $348-13.6% |