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 | $63,576 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $29,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,414 | $55,331-23.3% | $81,812-48.2% | $199,593-78.7% |
| Participation rate | 40.7% | 62.5%-21.8pp | 72.3%-31.6pp | 72.0%-31.2pp |
| Annual return | 23.65% | 19.59%+4.1pp | 773.79%-750.1pp | 34.25%-10.6pp |
| Employer contribution / active EE | $1,335 | $2,101-36.5% | $2,912-54.2% | $3,034-56.0% |
| Participant deferral / active EE | $2,552 | $3,283-22.3% | $4,319-40.9% | $5,087-49.8% |
| Admin fee / account holder | $121 | $346-65.0% | $7,386-98.4% | $269-55.0% |