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 | $181,293 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $92,620 |
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 | $70,976 | $117,025-39.3% | $91,541-22.5% | $85,563-17.0% |
| Participation rate | 61.4% | 64.2%-2.8pp | 69.8%-8.4pp | 66.0%-4.6pp |
| Annual return | 17.00% | 18.02%-1.0pp | 20.50%-3.5pp | 31.51%-14.5pp |
| Employer contribution / active EE | $1,402 | $2,120-33.9% | $2,505-44.0% | $2,654-47.2% |
| Participant deferral / active EE | $4,278 | $3,446+24.1% | $4,008+6.8% | $4,375-2.2% |
| Admin fee / account holder | $246 | $1,242-80.2% | $6,956-96.5% | $834-70.6% |