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 | $43,312 |
CREATIVE PLANNING LLC10+ years Filed as: CREATIVE PLANNING INC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $19,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,562 | $79,171-3.3% | $102,423-25.2% | $74,495+2.8% |
| Participation rate | 65.2% | 74.8%-9.6pp | 76.5%-11.3pp | 67.2%-2.0pp |
| Annual return | 14.24% | 54.93%-40.7pp | 29.32%-15.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,046 | $2,362-13.4% | $3,023-32.3% | $2,623-22.0% |
| Participant deferral / active EE | $4,186 | $4,415-5.2% | $5,053-17.2% | $4,346-3.7% |
| Admin fee / account holder | $266 | $2,001-86.7% | $9,451-97.2% | $1,942-86.3% |