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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $172,316 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $86,737 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,651 | $98,727-14.3% | $113,168-25.2% | $85,563-1.1% |
| Participation rate | 61.4% | 80.8%-19.4pp | 76.6%-15.2pp | 66.0%-4.6pp |
| Annual return | 14.36% | 17.43%-3.1pp | 24.27%-9.9pp | 31.51%-17.2pp |
| Employer contribution / active EE | $1,227 | $2,907-57.8% | $2,975-58.8% | $2,654-53.8% |
| Participant deferral / active EE | $3,479 | $5,424-35.9% | $5,107-31.9% | $4,375-20.5% |
| Admin fee / account holder | $240 | $357-32.8% | $12,068-98.0% | $834-71.3% |