Filed May 21, 2026 (most recent of 2 filings on file)
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,794 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $510 |
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 | $39,165 | $52,467-25.4% | $57,179-31.5% | $55,167-29.0% |
| Participation rate | 75.2% | 75.8%-0.7pp | 75.3%-0.1pp | 69.0%+6.2pp |
| Annual return | 2.07% | 7.72%-5.6pp | 14.59%-12.5pp | 169.23%-167.2pp |
| Employer contribution / active EE | $1,669 | $2,477-32.6% | $2,682-37.8% | $1,963-15.0% |
| Participant deferral / active EE | $2,983 | $2,830+5.4% | $3,096-3.6% | $3,054-2.3% |
| Admin fee / account holder | $62 | $269-76.9% | $3,139-98.0% | $504-87.7% |