See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,206 |
CONSTELLATION WEALTH ADV5 years Service code 27 · EIN 37-1867021 | Advisory (Plan) | $15,000 |
Service code 13 | Contract Administrator | $4,922 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 · EIN 31-1299207 | Contract Administrator | $2,940 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,852 | $86,655-48.2% | $119,609-62.5% | $66,914-33.0% |
| Participation rate | 73.3% | 75.6%-2.2pp | 79.3%-5.9pp | 69.8%+3.5pp |
| Annual return | -15.16% | -8.00%-7.2pp | -14.97%-0.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,032 | $2,536-59.3% | $4,232-75.6% | $2,544-59.4% |
| Participant deferral / active EE | $3,424 | $4,358-21.4% | $5,602-38.9% | $4,237-19.2% |
| Admin fee / account holder | $167 | $755-77.8% | $10,323-98.4% | $593-71.8% |