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 | $63,560 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $17,861 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $15,307 |
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 | $45,551 | $65,435-30.4% | $86,677-47.4% | $66,914-31.9% |
| Participation rate | 98.6% | 75.5%+23.1pp | 76.6%+22.0pp | 69.8%+28.7pp |
| Annual return | -15.03% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,333 | $2,153-38.1% | $2,836-53.0% | $2,544-47.6% |
| Participant deferral / active EE | $4,233 | $4,100+3.2% | $4,656-9.1% | $4,237-0.1% |
| Admin fee / account holder | $240 | $642-62.6% | $7,493-96.8% | $593-59.6% |