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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,138 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $37,080 |
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 | $63,235 | $87,870-28.0% | $113,168-44.1% | $74,304-14.9% |
| Participation rate | 98.7% | 70.7%+27.9pp | 76.6%+22.1pp | 60.3%+38.3pp |
| Annual return | 15.31% | 26.44%-11.1pp | 24.27%-9.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,431 | $2,277-37.2% | $2,975-51.9% | $2,241-36.2% |
| Participant deferral / active EE | $4,197 | $4,241-1.0% | $5,107-17.8% | $3,767+11.4% |
| Admin fee / account holder | $296 | $3,368-91.2% | $12,068-97.5% | $2,969-90.0% |