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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $128,314 |
CREATIVE PLANNING LLC4 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 | $54,765 | $104,919-47.8% | $116,228-52.9% | $85,563-36.0% |
| Participation rate | 94.6% | 78.6%+16.0pp | 74.6%+20.1pp | 66.0%+28.6pp |
| Annual return | 11.49% | 15.38%-3.9pp | 90.06%-78.6pp | 31.51%-20.0pp |
| Employer contribution / active EE | $1,830 | $3,485-47.5% | $2,994-38.9% | $2,654-31.0% |
| Participant deferral / active EE | $4,207 | $5,306-20.7% | $4,953-15.1% | $4,375-3.8% |
| Admin fee / account holder | $222 | $429-48.1% | $11,989-98.1% | $834-73.3% |