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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,789 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $7,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,922-100.0% | $75,886-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 63.0%-63.0pp | 69.3%-69.3pp | 70.2%-70.2pp |
| Annual return | 19.52% | 24.12%-4.6pp | 30.76%-11.2pp | 29.38%-9.9pp |
| Employer contribution / active EE | $566 | $1,557-63.6% | $2,500-77.3% | $2,177-74.0% |
| Participant deferral / active EE | $2,131 | $2,550-16.4% | $3,603-40.9% | $3,514-39.4% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |