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 | $13,977 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,040 | $98,727+1.3% | $113,168-11.6% | $85,563+16.9% |
| Participation rate | 99.3% | 80.8%+18.4pp | 76.6%+22.7pp | 66.0%+33.3pp |
| Annual return | 12.10% | 17.43%-5.3pp | 24.27%-12.2pp | 31.51%-19.4pp |
| Employer contribution / active EE | $1,143 | $2,907-60.7% | $2,975-61.6% | $2,654-56.9% |
| Participant deferral / active EE | $2,943 | $5,424-45.7% | $5,107-42.4% | $4,375-32.7% |
| Admin fee / account holder | $30 | $357-91.7% | $12,068-99.8% | $834-96.5% |