Filed April 1, 2026 (most recent of 2 filings on file)
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,150 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,400 | $132,049-28.5% | $200,582-52.9% | $74,304+27.0% |
| Participation rate | 97.9% | 84.1%+13.9pp | 86.9%+11.1pp | 60.3%+37.6pp |
| Annual return | 14.18% | 22.22%-8.0pp | 42.33%-28.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $4,139 | $4,558-9.2% | $6,419-35.5% | $2,241+84.7% |
| Participant deferral / active EE | $5,019 | $7,213-30.4% | $9,331-46.2% | $3,767+33.2% |
| Admin fee / account holder | $239 | $2,405-90.1% | $16,305-98.5% | $2,969-92.0% |