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 | $42,409 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $20,620 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,504 | $79,184-45.1% | $102,438-57.5% | $74,546-41.6% |
| Participation rate | 92.2% | 74.8%+17.5pp | 76.5%+15.8pp | 67.2%+25.0pp |
| Annual return | 12.05% | 54.95%-42.9pp | 29.37%-17.3pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $716 | $2,362-69.7% | $3,024-76.3% | $2,624-72.7% |
| Participant deferral / active EE | $2,417 | $4,414-45.3% | $5,054-52.2% | $4,347-44.4% |
| Admin fee / account holder | $314 | $2,001-84.3% | $9,448-96.7% | $1,944-83.8% |