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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,650 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $48,108 |
CREATIVE PLANNING LLC2 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,712 | $79,171+84.0% | $102,423+42.3% | $74,495+95.6% |
| Participation rate | 96.7% | 74.8%+21.9pp | 76.5%+20.2pp | 67.2%+29.5pp |
| Annual return | 10.58% | 54.93%-44.4pp | 29.32%-18.7pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $4,308 | $2,362+82.4% | $3,023+42.5% | $2,623+64.2% |
| Participant deferral / active EE | $9,373 | $4,415+112.3% | $5,053+85.5% | $4,346+115.7% |
| Admin fee / account holder | $533 | $2,001-73.3% | $9,451-94.4% | $1,942-72.5% |