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 | $60,743 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $22,678 |
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 | $68,103 | $87,870-22.5% | $113,168-39.8% | $74,304-8.3% |
| Participation rate | 70.1% | 70.7%-0.6pp | 76.6%-6.4pp | 60.3%+9.8pp |
| Annual return | 13.16% | 26.44%-13.3pp | 24.27%-11.1pp | 29.43%-16.3pp |
| Employer contribution / active EE | $2,968 | $2,277+30.4% | $2,975-0.2% | $2,241+32.4% |
| Participant deferral / active EE | $5,406 | $4,241+27.5% | $5,107+5.9% | $3,767+43.5% |
| Admin fee / account holder | $364 | $3,368-89.2% | $12,068-97.0% | $2,969-87.7% |