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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,474 |
CREATIVE PLANNING LLC8+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $22,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,728 | $72,254-4.9% | $86,677-20.7% | $64,808+6.0% |
| Participation rate | 42.5% | 80.4%-37.9pp | 76.6%-34.1pp | 71.5%-29.0pp |
| Annual return | -15.54% | 392.42%-408.0pp | 35.91%-51.4pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,138 | $2,393-52.4% | $2,836-59.9% | $2,506-54.6% |
| Participant deferral / active EE | $2,004 | $4,658-57.0% | $4,656-56.9% | $4,310-53.5% |
| Admin fee / account holder | $231 | $174+32.9% | $7,493-96.9% | $188+23.1% |