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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $132,232 |
VISIONPOINT ADVISORY GROUP5 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $52,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,463 | $86,897-41.9% | $151,611-66.7% | $64,808-22.1% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.5%+11.5pp | 71.5%+27.5pp |
| Annual return | -10.69% | -3.57%-7.1pp | 3.33%-14.0pp | 32.82%-43.5pp |
| Employer contribution / active EE | $5,273 | $4,010+31.5% | $6,166-14.5% | $2,506+110.4% |
| Participant deferral / active EE | $6,321 | $6,690-5.5% | $8,363-24.4% | $4,310+46.6% |
| Admin fee / account holder | $259 | $153+69.5% | $11,616-97.8% | $188+38.1% |