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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.
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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 | $160,363 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $73,211 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,844 | $62,624+38.7% | $177,989-51.2% | $77,643+11.9% |
| Participation rate | 95.3% | 66.8%+28.5pp | 77.1%+18.2pp | 70.6%+24.8pp |
| Annual return | 12.14% | 16.16%-4.0pp | 294.48%-282.3pp | 31.24%-19.1pp |
| Employer contribution / active EE | $2,390 | $1,909+25.2% | $3,949-39.5% | $2,726-12.3% |
| Participant deferral / active EE | $7,110 | $4,219+68.5% | $6,276+13.3% | $4,647+53.0% |
| Admin fee / account holder | $401 | $386+3.9% | $10,363-96.1% | $430-6.9% |