Filed August 11, 2025
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 9-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,505 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $8,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,731 | $86,655-19.5% | $119,609-41.7% | $66,914+4.2% |
| Participation rate | 99.4% | 75.6%+23.8pp | 79.3%+20.1pp | 69.8%+29.6pp |
| Annual return | -15.80% | -8.00%-7.8pp | -14.97%-0.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $4,554 | $2,536+79.6% | $4,232+7.6% | $2,544+79.0% |
| Participant deferral / active EE | $6,514 | $4,358+49.5% | $5,602+16.3% | $4,237+53.7% |
| Admin fee / account holder | $293 | $755-61.2% | $10,323-97.2% | $593-50.6% |