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 | $244,581 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $113,995 |
KCOE ISOM, LLP1 year Service code 10 · EIN 94-2222122 | Accounting | $19,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,255 | $2,679,533-97.0% | $164,813-51.9% | $199,593-60.3% |
| Participation rate | 97.1% | 78.3%+18.8pp | 78.6%+18.5pp | 72.0%+25.2pp |
| Annual return | 17.32% | 17.93%-0.6pp | 69.93%-52.6pp | 34.25%-16.9pp |
| Employer contribution / active EE | $2,978 | $2,970+0.3% | $4,341-31.4% | $3,034-1.9% |
| Participant deferral / active EE | $6,017 | $5,010+20.1% | $6,031-0.2% | $5,087+18.3% |
| Admin fee / account holder | $156 | $1,982-92.1% | $12,690-98.8% | $269-41.8% |