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 | $102,119 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $15,000 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,106 | $82,202-31.7% | $125,339-55.2% | $64,808-13.4% |
| Participation rate | 75.2% | 77.9%-2.7pp | 82.4%-7.2pp | 71.5%+3.7pp |
| Annual return | -6.56% | 3.48%-10.0pp | 572.05%-578.6pp | 32.82%-39.4pp |
| Employer contribution / active EE | $4,065 | $3,615+12.4% | $4,814-15.5% | $2,506+62.2% |
| Participant deferral / active EE | $9,490 | $7,175+32.3% | $7,446+27.4% | $4,310+120.2% |
| Admin fee / account holder | $242 | $163+48.2% | $10,010-97.6% | $188+28.9% |