Filed May 22, 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 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 | $239,334 |
COMMONWEALTH FINANCIAL NETWORK11+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $47,409 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,301 | $160,882-41.4% | $200,582-53.0% | $102,872-8.3% |
| Participation rate | 91.5% | 91.2%+0.4pp | 86.9%+4.7pp | 73.0%+18.5pp |
| Annual return | 21.68% | 18.15%+3.5pp | 42.33%-20.6pp | 19.06%+2.6pp |
| Employer contribution / active EE | $2,322 | $5,602-58.5% | $6,419-63.8% | $3,526-34.1% |
| Participant deferral / active EE | $8,451 | $9,300-9.1% | $9,331-9.4% | $5,535+52.7% |
| Admin fee / account holder | $161 | $125+29.1% | $16,305-99.0% | $292-44.9% |