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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $64,578 |
Filed as: PRINCIPAL SECURITIES Service code 49 | Other Services | $27,831 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 13 · EIN 31-1299207 | Contract Administrator | $5,492 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $33,223 | $80,724-58.8% | $103,333-67.8% | $74,495-55.4% |
| Participation rate | 96.1% | 65.7%+30.4pp | 74.5%+21.6pp | 67.2%+28.9pp |
| Annual return | 12.53% | 27.56%-15.0pp | 24.88%-12.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,163 | $3,157-63.2% | $3,868-69.9% | $2,623-55.7% |
| Participant deferral / active EE | $4,739 | $3,860+22.8% | $5,057-6.3% | $4,346+9.1% |
| Admin fee / account holder | $266 | $2,368-88.7% | $8,355-96.8% | $1,942-86.3% |