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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,319 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $37,982 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
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 | $126,918 | $99,078+28.1% | $96,544+31.5% | $74,419+70.5% |
| Participation rate | 96.0% | 80.7%+15.4pp | 76.0%+20.1pp | 70.7%+25.3pp |
| Annual return | 17.01% | 22.48%-5.5pp | 25.84%-8.8pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,647 | $2,570+3.0% | $2,965-10.7% | $2,637+0.4% |
| Participant deferral / active EE | $9,522 | $4,933+93.0% | $4,851+96.3% | $4,528+110.3% |
| Admin fee / account holder | $278 | $225+23.9% | $8,252-96.6% | $348-20.0% |