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 | $123,954 |
CREATIVE PLANNING LLC3 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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,232 | $92,055-42.2% | $106,213-49.9% | $77,643-31.4% |
| Participation rate | 93.9% | 81.0%+12.9pp | 75.3%+18.6pp | 70.6%+23.3pp |
| Annual return | 11.83% | 17.91%-6.1pp | 116.14%-104.3pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,868 | $3,367-44.5% | $3,171-41.1% | $2,726-31.5% |
| Participant deferral / active EE | $4,069 | $5,386-24.5% | $5,016-18.9% | $4,647-12.5% |
| Admin fee / account holder | $215 | $219-1.9% | $11,033-98.1% | $430-50.1% |