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 7-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $396,157 |
Filed as: CREATIVE PLANNING LOCKTON RETIREMEN Service code 27 · EIN 20-8874282 | Advisory (Plan) | $100,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,824 | $95,388-79.2% | $125,339-84.2% | $77,904-74.6% |
| Participation rate | 93.4% | 78.6%+14.8pp | 82.4%+11.0pp | 73.7%+19.7pp |
| Annual return | -15.68% | 116.19%-131.9pp | 572.05%-587.7pp | 12.21%-27.9pp |
| Employer contribution / active EE | $1,027 | $3,666-72.0% | $4,814-78.7% | $2,848-63.9% |
| Participant deferral / active EE | $3,126 | $7,711-59.5% | $7,446-58.0% | $4,806-34.9% |
| Admin fee / account holder | $128 | $119+7.3% | $10,010-98.7% | $133-3.8% |