Filed June 26, 2025
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,455 |
GREAT LAKES ADVISORS, LLC7+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 49 · EIN 38-2438760 | Other Services | $12,214 |
Filed as: FENNER MELSTROM DOOLING Service code 10 · EIN 38-1402622 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,557 | $93,182+50.8% | $146,665-4.2% | $79,386+77.1% |
| Participation rate | 89.4% | 76.4%+13.0pp | 80.1%+9.4pp | 70.7%+18.7pp |
| Annual return | 16.82% | 21.61%-4.8pp | 22.74%-5.9pp | 116.85%-100.0pp |
| Employer contribution / active EE | $6,101 | $2,420+152.1% | $4,136+47.5% | $2,427+151.3% |
| Participant deferral / active EE | $12,051 | $4,169+189.1% | $5,506+118.9% | $4,046+197.9% |
| Admin fee / account holder | $283 | $585-51.6% | $10,280-97.2% | $626-54.8% |