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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,849 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $19,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,810 | $88,083+4.2% | $164,813-44.3% | $74,495+23.2% |
| Participation rate | 98.6% | 73.0%+25.5pp | 78.6%+20.0pp | 67.2%+31.4pp |
| Annual return | 18.68% | 17.26%+1.4pp | 69.93%-51.2pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $4,934 | $2,593+90.3% | $4,341+13.7% | $2,623+88.1% |
| Participant deferral / active EE | $6,438 | $4,498+43.1% | $6,031+6.7% | $4,346+48.1% |
| Admin fee / account holder | $358 | $2,234-84.0% | $12,690-97.2% | $1,942-81.5% |