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 LLC4 years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $36,687 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,885 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $15,531 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,975 | $49,915+8.1% | $154,803-65.1% | $74,304-27.4% |
| Participation rate | 99.1% | 54.0%+45.1pp | 78.1%+21.0pp | 60.3%+38.7pp |
| Annual return | 18.42% | 34.06%-15.6pp | 58.88%-40.5pp | 29.43%-11.0pp |
| Employer contribution / active EE | $5,850 | $1,611+263.1% | $4,305+35.9% | $2,241+161.0% |
| Participant deferral / active EE | $9,689 | $2,255+329.7% | $5,540+74.9% | $3,767+157.2% |
| Admin fee / account holder | $228 | $2,189-89.6% | $14,329-98.4% | $2,969-92.3% |