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 |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $97,171 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,540 |
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 | $178,388 | $101,317+76.1% | $146,958+21.4% | $74,495+139.5% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.8pp |
| Annual return | 15.79% | 8730.91%-8715.1pp | 418.34%-402.5pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $6,998 | $3,810+83.7% | $4,933+41.9% | $2,623+166.8% |
| Participant deferral / active EE | $12,504 | $7,303+71.2% | $8,070+54.9% | $4,346+187.7% |
| Admin fee / account holder | $612 | $1,739-64.8% | $12,998-95.3% | $1,942-68.5% |