Filed February 4, 2026 (most recent of 4 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,929 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $6,428 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 27 · EIN 06-1493970 | Advisory (Plan) | $5,946 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $3,194 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,468 | $50,815-83.3% | $155,509-94.6% | $77,643-89.1% |
| Participation rate | 83.4% | 63.1%+20.3pp | 78.2%+5.2pp | 70.6%+12.9pp |
| Annual return | 17.51% | 34.80%-17.3pp | 64.67%-47.2pp | 31.24%-13.7pp |
| Employer contribution / active EE | $1,119 | $1,993-43.9% | $4,672-76.1% | $2,726-59.0% |
| Participant deferral / active EE | $2,136 | $2,822-24.3% | $5,626-62.0% | $4,647-54.0% |
| Admin fee / account holder | $81 | $437-81.5% | $15,912-99.5% | $430-81.3% |