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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,848 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $33,420 |
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 | $41,841 | $88,890-52.9% | $102,423-59.1% | $77,643-46.1% |
| Participation rate | 98.2% | 80.9%+17.3pp | 76.5%+21.7pp | 70.6%+27.6pp |
| Annual return | 26.43% | 24.98%+1.4pp | 29.32%-2.9pp | 31.24%-4.8pp |
| Employer contribution / active EE | $1,709 | $2,698-36.7% | $3,023-43.5% | $2,726-37.3% |
| Participant deferral / active EE | $2,935 | $5,145-43.0% | $5,053-41.9% | $4,647-36.8% |
| Admin fee / account holder | $244 | $235+3.5% | $9,451-97.4% | $430-43.4% |