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 | $153,743-38.7% | $197,124-52.2% | $103,975-9.3% |
| Participation rate | 91.5% | 91.1%+0.4pp | 86.7%+4.8pp | 72.5%+19.0pp |
| Annual return | 21.68% | 17.60%+4.1pp | 44.34%-22.7pp | 19.41%+2.3pp |
| Employer contribution / active EE | $2,322 | $5,424-57.2% | $6,227-62.7% | $3,722-37.6% |
| Participant deferral / active EE | $8,451 | $9,152-7.7% | $9,135-7.5% | $5,343+58.2% |
| Admin fee / account holder | $161 | $131+22.5% | $16,298-99.0% | $332-51.5% |