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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,608 |
CREATIVE PLANNING LLC9+ years Filed as: CREATIVE PLANNING INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $23,169 |
Annual investment return 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 | $74,200 | $76,050-2.4% | $96,544-23.1% | $71,457+3.8% |
| Participation rate | 83.7% | 74.4%+9.3pp | 76.0%+7.7pp | 67.9%+15.8pp |
| Annual return | 14.03% | 22.81%-8.8pp | 25.84%-11.8pp | 28.85%-14.8pp |
| Employer contribution / active EE | $2,367 | $2,244+5.5% | $2,965-20.2% | $2,588-8.5% |
| Participant deferral / active EE | $4,576 | $4,215+8.6% | $4,851-5.7% | $4,289+6.7% |
| Admin fee / account holder | $265 | $2,707-90.2% | $8,252-96.8% | $1,587-83.3% |