Filed May 28, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,705 |
UBS FINANCIAL SERVICES INC11+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,766 | $56,317+25.7% | $71,209-0.6% | $74,304-4.8% |
| Participation rate | 63.9% | 55.1%+8.8pp | 73.8%-9.8pp | 60.3%+3.6pp |
| Annual return | 12.22% | 42.83%-30.6pp | 282.51%-270.3pp | 29.43%-17.2pp |
| Employer contribution / active EE | $2,373 | $2,160+9.9% | $2,721-12.8% | $2,241+5.9% |
| Participant deferral / active EE | $3,538 | $2,788+26.9% | $4,175-15.3% | $3,767-6.1% |
| Admin fee / account holder | $483 | $2,290-78.9% | $5,349-91.0% | $2,969-83.7% |