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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,723 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $48,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,941 | $71,802+7.2% | $133,980-42.6% | $57,658+33.4% |
| Participation rate | 94.2% | 85.5%+8.8pp | 87.1%+7.2pp | 70.2%+24.0pp |
| Annual return | 9.31% | 13.51%-4.2pp | 29.30%-20.0pp | 5.13%+4.2pp |
| Employer contribution / active EE | $1,811 | $3,161-42.7% | $5,211-65.3% | $1,974-8.2% |
| Participant deferral / active EE | $5,855 | $4,606+27.1% | $6,282-6.8% | $3,061+91.3% |
| Admin fee / account holder | $268 | $88+205.7% | $9,324-97.1% | $95+183.5% |