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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,116 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $18,993 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $18,991 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,469 | $72,254+51.5% | $86,677+26.3% | $64,808+68.9% |
| Participation rate | 97.5% | 80.4%+17.1pp | 76.6%+21.0pp | 71.5%+26.1pp |
| Annual return | -16.15% | 392.42%-408.6pp | 35.91%-52.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,638 | $2,393+10.3% | $2,836-7.0% | $2,506+5.3% |
| Participant deferral / active EE | $9,111 | $4,658+95.6% | $4,656+95.7% | $4,310+111.4% |
| Admin fee / account holder | $291 | $174+67.4% | $7,493-96.1% | $188+55.0% |