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 | $32,520 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $5,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,209 | $54,517-50.1% | $75,972-64.2% | $74,495-63.5% |
| Participation rate | 46.2% | 60.3%-14.1pp | 69.1%-22.9pp | 67.2%-21.0pp |
| Annual return | 8.88% | 31.82%-22.9pp | 359.55%-350.7pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $668 | $1,777-62.4% | $2,685-75.1% | $2,623-74.5% |
| Participant deferral / active EE | $1,901 | $3,066-38.0% | $4,255-55.3% | $4,346-56.3% |
| Admin fee / account holder | $288 | $2,229-87.1% | $6,467-95.5% | $1,942-85.2% |