See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $326,737 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $74,393 |
GREENE DYCUS & CO PA1+ years Filed as: GREENE DYCUS CO., PA Service code 10 · EIN 59-2235346 | Accounting | $16,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,109 | $122,186-33.6% | $146,958-44.8% | $199,593-59.4% |
| Participation rate | 90.7% | 78.3%+12.4pp | 82.2%+8.6pp | 72.0%+18.7pp |
| Annual return | 2241.37% | 30.56%+2210.8pp | 418.34%+1823.0pp | 34.25%+2207.1pp |
| Employer contribution / active EE | $3,514 | $4,093-14.1% | $4,933-28.8% | $3,034+15.8% |
| Participant deferral / active EE | $6,592 | $8,502-22.5% | $8,070-18.3% | $5,087+29.6% |
| Admin fee / account holder | $132 | $179-26.1% | $12,998-99.0% | $269-50.9% |