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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,468 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $60,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,680 | $82,917-6.3% | $103,333-24.8% | $77,6430% |
| Participation rate | 46.0% | 71.6%-25.6pp | 74.5%-28.5pp | 70.6%-24.6pp |
| Annual return | 18.00% | 19.13%-1.1pp | 24.88%-6.9pp | 31.24%-13.2pp |
| Employer contribution / active EE | $1,889 | $3,552-46.8% | $3,868-51.1% | $2,726-30.7% |
| Participant deferral / active EE | $3,982 | $4,108-3.1% | $5,057-21.3% | $4,647-14.3% |
| Admin fee / account holder | $311 | $638-51.3% | $8,355-96.3% | $430-27.8% |