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 | $377,327 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $63,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,798 | $81,357-22.8% | $75,972-17.3% | $199,593-68.5% |
| Participation rate | 97.9% | 69.9%+28.0pp | 69.1%+28.9pp | 72.0%+26.0pp |
| Annual return | 17.71% | 16.32%+1.4pp | 359.55%-341.8pp | 34.25%-16.5pp |
| Employer contribution / active EE | $1,406 | $3,341-57.9% | $2,685-47.6% | $3,034-53.7% |
| Participant deferral / active EE | $7,035 | $4,710+49.4% | $4,255+65.3% | $5,087+38.3% |
| Admin fee / account holder | $139 | $144-3.8% | $6,467-97.9% | $269-48.3% |