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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,983 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $49,702 |
CREATIVE PLANNING LLC3 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.)
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 | $167,731 | $87,870+90.9% | $113,168+48.2% | $74,304+125.7% |
| Participation rate | 96.6% | 70.7%+25.9pp | 76.6%+20.1pp | 60.3%+36.3pp |
| Annual return | 14.88% | 26.44%-11.6pp | 24.27%-9.4pp | 29.43%-14.6pp |
| Employer contribution / active EE | $4,354 | $2,277+91.2% | $2,975+46.3% | $2,241+94.3% |
| Participant deferral / active EE | $9,479 | $4,241+123.5% | $5,107+85.6% | $3,767+151.6% |
| Admin fee / account holder | $581 | $3,368-82.8% | $12,068-95.2% | $2,969-80.4% |