Filed March 29, 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 |
|---|---|---|
Filed as: PRINCIPAL LIFE Service code 99 · EIN 42-0127290 | Other Fees | $24,612 |
Filed as: TRANSAMERICA Service code 15 · EIN 39-0989781 | Recordkeeping | $8,240 |
SIKICH LLP3+ years Service code 15 · EIN 15-3168081 | Recordkeeping | $6,975 |
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 | $29,286 | $46,173-36.6% | $170,442-82.8% | $69,631-57.9% |
| Participation rate | 94.5% | 63.9%+30.6pp | 83.6%+10.9pp | 70.7%+23.8pp |
| Annual return | 15.98% | 21.62%-5.6pp | 205.93%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,803 | $1,610+12.0% | $5,433-66.8% | $2,032-11.3% |
| Participant deferral / active EE | $1,806 | $2,080-13.2% | $4,939-63.4% | $3,224-44.0% |
| Admin fee / account holder | $168 | $116+45.1% | $13,880-98.8% | $110+52.3% |