Filed February 12, 2026
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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $136,136 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,631 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,997 | $78,275+121.0% | $109,143+58.5% | $86,799+99.3% |
| Participation rate | 99.3% | 73.8%+25.4pp | 75.9%+23.4pp | 72.3%+27.0pp |
| Annual return | 15.10% | 19.14%-4.0pp | 25.75%-10.7pp | 97.91%-82.8pp |
| Employer contribution / active EE | $2,143 | $3,105-31.0% | $3,722-42.4% | $2,405-10.9% |
| Participant deferral / active EE | $11,278 | $3,641+209.8% | $4,653+142.4% | $4,131+173.0% |
| Admin fee / account holder | $445 | $198+124.2% | $6,752-93.4% | $170+162.4% |