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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,447 |
VISIONPOINT ADVISORY GROUP6 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $53,631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,248 | $100,227-41.9% | $169,993-65.7% | $74,419-21.7% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.0%+10.6pp | 70.7%+26.9pp |
| Annual return | 19.71% | 66.08%-46.4pp | 53.37%-33.7pp | 34.38%-14.7pp |
| Employer contribution / active EE | $5,399 | $4,263+26.6% | $6,785-20.4% | $2,637+104.7% |
| Participant deferral / active EE | $6,455 | $7,143-9.6% | $10,408-38.0% | $4,528+42.6% |
| Admin fee / account holder | $229 | $234-2.4% | $12,815-98.2% | $348-34.2% |