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 5-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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $29,598 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,163 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $16,396 |
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 | $47,815 | $61,272-22.0% | $149,673-68.1% | $71,457-33.1% |
| Participation rate | 98.8% | 62.5%+36.3pp | 78.8%+20.1pp | 67.9%+30.9pp |
| Annual return | 27.31% | 35.85%-8.5pp | 134.42%-107.1pp | 28.85%-1.5pp |
| Employer contribution / active EE | $5,160 | $2,378+117.0% | $4,818+7.1% | $2,588+99.4% |
| Participant deferral / active EE | $8,767 | $2,917+200.5% | $5,680+54.3% | $4,289+104.4% |
| Admin fee / account holder | $214 | $1,261-83.0% | $13,210-98.4% | $1,587-86.5% |