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 | $161,610 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $67,320 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
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 | $124,049 | $108,549+14.3% | $156,263-20.6% | $85,563+45.0% |
| Participation rate | 96.4% | 77.1%+19.3pp | 78.9%+17.5pp | 66.0%+30.4pp |
| Annual return | 13.35% | 21.79%-8.4pp | 59.47%-46.1pp | 31.51%-18.2pp |
| Employer contribution / active EE | $1,848 | $2,690-31.3% | $4,333-57.4% | $2,654-30.4% |
| Participant deferral / active EE | $5,083 | $4,800+5.9% | $6,158-17.5% | $4,375+16.2% |
| Admin fee / account holder | $332 | $650-48.9% | $14,255-97.7% | $834-60.2% |