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 4-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,759 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
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 | $74,588 | $95,274-21.7% | $135,903-45.1% | $74,419+0.2% |
| Participation rate | 82.7% | 78.2%+4.5pp | 81.9%+0.8pp | 70.7%+12.0pp |
| Annual return | 104.74% | 32.77%+72.0pp | 68.23%+36.5pp | 34.38%+70.4pp |
| Employer contribution / active EE | $1,733 | $3,874-55.3% | $4,856-64.3% | $2,637-34.3% |
| Participant deferral / active EE | $6,722 | $7,782-13.6% | $7,758-13.3% | $4,528+48.5% |
| Admin fee / account holder | $63 | $266-76.5% | $10,762-99.4% | $348-82.0% |