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 LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $93,763 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,040 |
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 | $154,426 | $91,407+68.9% | $135,903+13.6% | $71,457+116.1% |
| Participation rate | 97.7% | 75.7%+22.1pp | 81.9%+15.8pp | 67.9%+29.8pp |
| Annual return | 20.11% | 29.90%-9.8pp | 68.23%-48.1pp | 28.85%-8.7pp |
| Employer contribution / active EE | $6,379 | $3,703+72.2% | $4,856+31.4% | $2,588+146.5% |
| Participant deferral / active EE | $11,915 | $7,092+68.0% | $7,758+53.6% | $4,289+177.8% |
| Admin fee / account holder | $207 | $1,266-83.7% | $10,762-98.1% | $1,587-87.0% |