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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,054 |
CREATIVE PLANNING LLC5+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $73,121 |
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 | $59,790 | $92,055-35.0% | $106,213-43.7% | $77,643-23.0% |
| Participation rate | 99.2% | 81.0%+18.2pp | 75.3%+23.9pp | 70.6%+28.6pp |
| Annual return | 16.70% | 17.91%-1.2pp | 116.14%-99.4pp | 31.24%-14.5pp |
| Employer contribution / active EE | $2,487 | $3,367-26.1% | $3,171-21.6% | $2,726-8.8% |
| Participant deferral / active EE | $5,991 | $5,386+11.3% | $5,016+19.4% | $4,647+28.9% |
| Admin fee / account holder | $289 | $219+32.1% | $11,033-97.4% | $430-32.8% |