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 | $117,688 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $30,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,632 | $95,274-25.9% | $135,903-48.0% | $74,419-5.1% |
| Participation rate | 88.8% | 78.2%+10.6pp | 81.9%+6.9pp | 70.7%+18.1pp |
| Annual return | 118.76% | 32.77%+86.0pp | 68.23%+50.5pp | 34.38%+84.4pp |
| Employer contribution / active EE | $3,336 | $3,874-13.9% | $4,856-31.3% | $2,637+26.5% |
| Participant deferral / active EE | $8,194 | $7,782+5.3% | $7,758+5.6% | $4,528+81.0% |
| Admin fee / account holder | $146 | $266-45.0% | $10,762-98.6% | $348-57.9% |