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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,585 |
VISIONPOINT ADVISORY GROUP7 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $64,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,810 | $129,021-47.4% | $184,203-63.2% | $77,643-12.7% |
| Participation rate | 98.9% | 87.3%+11.5pp | 86.8%+12.1pp | 70.6%+28.3pp |
| Annual return | 18.55% | 33.27%-14.7pp | 28.81%-10.3pp | 31.24%-12.7pp |
| Employer contribution / active EE | $4,975 | $4,413+12.7% | $6,427-22.6% | $2,726+82.5% |
| Participant deferral / active EE | $5,897 | $7,297-19.2% | $9,131-35.4% | $4,647+26.9% |
| Admin fee / account holder | $234 | $254-7.8% | $13,901-98.3% | $430-45.6% |