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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $154,545 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $25,697 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $22,169 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,377 | $106,236-76.1% | $112,228-77.4% | $64,808-60.8% |
| Participation rate | 97.5% | 71.7%+25.8pp | 75.1%+22.4pp | 71.5%+26.0pp |
| Annual return | -15.13% | -6.02%-9.1pp | 27.45%-42.6pp | 32.82%-47.9pp |
| Employer contribution / active EE | $734 | $3,166-76.8% | $3,635-79.8% | $2,506-70.7% |
| Participant deferral / active EE | $3,613 | $3,785-4.6% | $4,728-23.6% | $4,310-16.2% |
| Admin fee / account holder | $196 | $452-56.7% | $6,410-96.9% | $188+4.2% |