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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,112 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $29,759 |
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,746 | $76,050-39.8% | $96,544-52.6% | $71,457-36.0% |
| Participation rate | 98.3% | 74.4%+23.9pp | 76.0%+22.3pp | 67.9%+30.4pp |
| Annual return | 15.71% | 22.81%-7.1pp | 25.84%-10.1pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,250 | $2,244-44.3% | $2,965-57.8% | $2,588-51.7% |
| Participant deferral / active EE | $3,883 | $4,215-7.9% | $4,851-20.0% | $4,289-9.5% |
| Admin fee / account holder | $217 | $2,707-92.0% | $8,252-97.4% | $1,587-86.3% |