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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $133,769 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $39,439 |
Employer contribution per participant 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 | $28,174 | $92,971-69.7% | $96,683-70.9% | $74,419-62.1% |
| Participation rate | 97.5% | 71.5%+25.9pp | 74.3%+23.1pp | 70.7%+26.7pp |
| Annual return | 14.19% | 37.49%-23.3pp | 35.69%-21.5pp | 34.38%-20.2pp |
| Employer contribution / active EE | $668 | $3,426-80.5% | $3,737-82.1% | $2,637-74.7% |
| Participant deferral / active EE | $3,274 | $3,970-17.5% | $4,878-32.9% | $4,528-27.7% |
| Admin fee / account holder | $179 | $633-71.7% | $6,730-97.3% | $348-48.5% |