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.
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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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,443 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $40,454 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $34,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,198 | $56,503-9.4% | $70,092-27.0% | $64,808-21.0% |
| Participation rate | 59.5% | 70.5%-10.9pp | 70.5%-10.9pp | 71.5%-11.9pp |
| Annual return | -15.19% | -13.44%-1.8pp | 190.73%-205.9pp | 32.82%-48.0pp |
| Employer contribution / active EE | $964 | $2,046-52.9% | $2,559-62.3% | $2,506-61.5% |
| Participant deferral / active EE | $3,212 | $3,389-5.2% | $3,849-16.5% | $4,310-25.5% |
| Admin fee / account holder | $194 | $160+21.2% | $6,267-96.9% | $188+3.5% |