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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,151 |
VISIONPOINT ADVISORY GROUP2 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $32,195 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,851 | $88,515-31.3% | $162,163-62.5% | $67,579-10.0% |
| Participation rate | 96.0% | 86.8%+9.2pp | 87.6%+8.5pp | 71.3%+24.8pp |
| Annual return | 23.32% | 27.04%-3.7pp | 115.59%-92.3pp | 378.56%-355.2pp |
| Employer contribution / active EE | $4,088 | $3,563+14.7% | $5,614-27.2% | $2,148+90.3% |
| Participant deferral / active EE | $4,396 | $5,724-23.2% | $7,298-39.8% | $3,539+24.2% |
| Admin fee / account holder | $312 | $124+152.6% | $10,843-97.1% | $142+119.5% |