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 | $110,759 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $52,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,699 | $84,784-37.8% | $98,439-46.5% | $74,419-29.2% |
| Participation rate | 92.8% | 81.5%+11.2pp | 75.2%+17.6pp | 70.7%+22.0pp |
| Annual return | 14.45% | 20.59%-6.1pp | 21.16%-6.7pp | 34.38%-19.9pp |
| Employer contribution / active EE | $1,653 | $3,364-50.9% | $3,048-45.8% | $2,637-37.3% |
| Participant deferral / active EE | $3,685 | $5,218-29.4% | $4,738-22.2% | $4,528-18.6% |
| Admin fee / account holder | $196 | $204-4.0% | $8,948-97.8% | $348-43.5% |