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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,377 |
CREATIVE PLANNING LLC6+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $22,760 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,048 | $79,519-10.7% | $95,952-26.0% | $73,409-3.2% |
| Participation rate | 82.1% | 81.2%+0.9pp | 77.1%+5.0pp | 72.2%+9.9pp |
| Annual return | 12.70% | 19.20%-6.5pp | 91.61%-78.9pp | 59.29%-46.6pp |
| Employer contribution / active EE | $1,954 | $2,048-4.6% | $2,541-23.1% | $2,234-12.5% |
| Participant deferral / active EE | $3,639 | $4,138-12.1% | $4,167-12.7% | $3,805-4.4% |
| Admin fee / account holder | $296 | $184+60.8% | $6,795-95.6% | $158+87.8% |