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 | $47,187 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $22,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,253 | $87,870-51.9% | $113,168-62.7% | $74,304-43.1% |
| Participation rate | 93.0% | 70.7%+22.2pp | 76.6%+16.4pp | 60.3%+32.6pp |
| Annual return | 15.02% | 26.44%-11.4pp | 24.27%-9.2pp | 29.43%-14.4pp |
| Employer contribution / active EE | $734 | $2,277-67.7% | $2,975-75.3% | $2,241-67.2% |
| Participant deferral / active EE | $2,423 | $4,241-42.9% | $5,107-52.6% | $3,767-35.7% |
| Admin fee / account holder | $319 | $3,368-90.5% | $12,068-97.4% | $2,969-89.2% |