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 | $115,182 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $30,653 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $16,903 |
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 | $47,654 | $81,908-41.8% | $90,749-47.5% | $64,808-26.5% |
| Participation rate | 95.4% | 80.5%+14.9pp | 75.7%+19.7pp | 71.5%+23.9pp |
| Annual return | -14.15% | -12.53%-1.6pp | -12.16%-2.0pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,645 | $3,065-46.3% | $2,921-43.7% | $2,506-34.3% |
| Participant deferral / active EE | $3,695 | $4,840-23.7% | $4,564-19.0% | $4,310-14.3% |
| Admin fee / account holder | $209 | $157+33.0% | $8,445-97.5% | $188+11.3% |