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 6-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,560 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,424 | $50,815+85.8% | $155,509-39.3% | $77,643+21.6% |
| Participation rate | 90.2% | 63.1%+27.1pp | 78.2%+12.1pp | 70.6%+19.7pp |
| Annual return | 27.20% | 34.80%-7.6pp | 64.67%-37.5pp | 31.24%-4.0pp |
| Employer contribution / active EE | $9,935 | $1,993+398.6% | $4,672+112.6% | $2,726+264.5% |
| Participant deferral / active EE | $9,385 | $2,822+232.6% | $5,626+66.8% | $4,647+102.0% |
| Admin fee / account holder | $170 | $437-61.0% | $15,912-98.9% | $430-60.4% |