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 LLC3 years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $34,208 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,004 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $14,287 |
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 | $50,807 | $55,415-8.3% | $155,509-67.3% | $74,495-31.8% |
| Participation rate | 88.0% | 61.9%+26.1pp | 78.2%+9.8pp | 67.2%+20.8pp |
| Annual return | 17.95% | 268.50%-250.5pp | 64.67%-46.7pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $5,026 | $2,267+121.7% | $4,672+7.6% | $2,623+91.6% |
| Participant deferral / active EE | $8,111 | $2,836+186.0% | $5,626+44.2% | $4,346+86.6% |
| Admin fee / account holder | $223 | $1,738-87.2% | $15,912-98.6% | $1,942-88.5% |