Filed April 16, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,847 |
MUNGER, SCOTT M.1+ years Service code 49 109 1ST AVE SE · WATERTOWN, SD 572013614 | Other Services | $1,127 |
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 | $57,862 | $70,667-18.1% | $123,104-53.0% | $52,331+10.6% |
| Participation rate | 98.5% | 83.7%+14.7pp | 86.8%+11.7pp | 68.1%+30.4pp |
| Annual return | -0.02% | 6.23%-6.3pp | 13.22%-13.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $4,067 | $2,946+38.0% | $5,151-21.1% | $1,882+116.1% |
| Participant deferral / active EE | $3,966 | $4,493-11.7% | $6,230-36.3% | $3,022+31.2% |
| Admin fee / account holder | $189 | $506-62.7% | $9,015-97.9% | $592-68.0% |