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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,492 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $37,976 |
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 | $137,741 | $88,890+55.0% | $102,423+34.5% | $77,643+77.4% |
| Participation rate | 96.4% | 80.9%+15.5pp | 76.5%+19.9pp | 70.6%+25.8pp |
| Annual return | 11.85% | 24.98%-13.1pp | 29.32%-17.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $2,934 | $2,698+8.8% | $3,023-3.0% | $2,726+7.6% |
| Participant deferral / active EE | $9,949 | $5,145+93.4% | $5,053+96.9% | $4,647+114.1% |
| Admin fee / account holder | $297 | $235+26.0% | $9,451-96.9% | $430-31.1% |