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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,249 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,300 | $55,472-20.1% | $155,567-71.5% | $74,546-40.6% |
| Participation rate | 71.7% | 61.9%+9.7pp | 78.2%-6.5pp | 67.2%+4.4pp |
| Annual return | 0.00% | 268.72%-268.7pp | 64.74%-64.7pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $1,142 | $2,269-49.7% | $4,674-75.6% | $2,624-56.5% |
| Participant deferral / active EE | $3,380 | $2,838+19.1% | $5,628-39.9% | $4,347-22.3% |
| Admin fee / account holder | $146 | $1,743-91.6% | $15,916-99.1% | $1,944-92.5% |