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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $335,043 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $95,260 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,984 | $106,028-34.9% | $146,958-53.1% | $77,643-11.2% |
| Participation rate | 87.7% | 78.4%+9.3pp | 82.2%+5.5pp | 70.6%+17.1pp |
| Annual return | 13.43% | 56.73%-43.3pp | 418.34%-404.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,102 | $4,063-23.7% | $4,933-37.1% | $2,726+13.8% |
| Participant deferral / active EE | $6,438 | $7,990-19.4% | $8,070-20.2% | $4,647+38.5% |
| Admin fee / account holder | $332 | $337-1.5% | $12,998-97.4% | $430-22.8% |