Filed September 13, 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,534 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,538 | $39,859-78.6% | $78,689-89.1% | $57,658-85.2% |
| Participation rate | 86.2% | 66.1%+20.1pp | 73.6%+12.6pp | 70.2%+15.9pp |
| Annual return | 6.39% | 18.96%-12.6pp | 62.18%-55.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $333 | $1,786-81.4% | $2,851-88.3% | $1,974-83.1% |
| Participant deferral / active EE | $997 | $2,248-55.7% | $3,517-71.7% | $3,061-67.4% |
| Admin fee / account holder | $65 | $76-14.1% | $4,510-98.5% | $95-30.8% |