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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,977 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $45,593 |
CREATIVE PLANNING LLC1 year 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,024 | $76,050+82.8% | $96,544+44.0% | $71,457+94.6% |
| Participation rate | 96.8% | 74.4%+22.3pp | 76.0%+20.8pp | 67.9%+28.8pp |
| Annual return | 16.32% | 22.81%-6.5pp | 25.84%-9.5pp | 28.85%-12.5pp |
| Employer contribution / active EE | $3,872 | $2,244+72.5% | $2,965+30.6% | $2,588+49.6% |
| Participant deferral / active EE | $8,580 | $4,215+103.5% | $4,851+76.9% | $4,289+100.1% |
| Admin fee / account holder | $483 | $2,707-82.2% | $8,252-94.2% | $1,587-69.6% |