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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $448,878 |
COHNREZNICK LLP10+ years Service code 10 · EIN 22-1478099 | Accounting | $57,000 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 28 · EIN 43-1270780 | Investment Management | $56,250 |
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 | $141,954 | $110,299+28.7% | $102,423+38.6% | $199,593-28.9% |
| Participation rate | 97.5% | 86.3%+11.2pp | 76.5%+21.0pp | 72.0%+25.5pp |
| Annual return | 36.74% | 35.73%+1.0pp | 29.32%+7.4pp | 34.25%+2.5pp |
| Employer contribution / active EE | $3,679 | $3,603+2.1% | $3,023+21.7% | $3,034+21.3% |
| Participant deferral / active EE | $10,604 | $6,376+66.3% | $5,053+109.9% | $5,087+108.5% |
| Admin fee / account holder | $198 | $122+61.8% | $9,451-97.9% | $269-26.4% |