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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,259 |
CREATIVE PLANNING LLC7+ years Filed as: CREATIVE PLANNING INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $24,774 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,766 | $84,936-8.4% | $111,297-30.1% | $79,386-2.0% |
| Participation rate | 83.7% | 75.9%+7.8pp | 77.3%+6.4pp | 70.7%+13.0pp |
| Annual return | 13.74% | 17.45%-3.7pp | 54.65%-40.9pp | 116.85%-103.1pp |
| Employer contribution / active EE | $2,222 | $1,979+12.2% | $2,731-18.7% | $2,427-8.5% |
| Participant deferral / active EE | $3,864 | $3,888-0.6% | $4,487-13.9% | $4,046-4.5% |
| Admin fee / account holder | $263 | $537-51.0% | $7,964-96.7% | $626-58.0% |