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 | $131,411 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $44,683 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,845 | $95,880-61.6% | $107,525-65.7% | $85,563-56.9% |
| Participation rate | 95.3% | 70.1%+25.1pp | 75.1%+20.2pp | 66.0%+29.3pp |
| Annual return | 15.47% | 68.06%-52.6pp | 181.32%-165.8pp | 31.51%-16.0pp |
| Employer contribution / active EE | $797 | $3,812-79.1% | $3,754-78.8% | $2,654-70.0% |
| Participant deferral / active EE | $3,990 | $4,201-5.0% | $5,116-22.0% | $4,375-8.8% |
| Admin fee / account holder | $189 | $1,025-81.6% | $8,919-97.9% | $834-77.3% |