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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,538 |
Service code 17 · EIN 36-4906731 | Pension Consulting | $23,776 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $13,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,209 | $50,815+28.3% | $155,509-58.1% | $77,643-16.0% |
| Participation rate | 32.7% | 63.1%-30.4pp | 78.2%-45.5pp | 70.6%-37.9pp |
| Annual return | 51.35% | 34.80%+16.5pp | 64.67%-13.3pp | 31.24%+20.1pp |
| Employer contribution / active EE | $126 | $1,993-93.7% | $4,672-97.3% | $2,726-95.4% |
| Participant deferral / active EE | $1,845 | $2,822-34.6% | $5,626-67.2% | $4,647-60.3% |
| Admin fee / account holder | $258 | $437-40.8% | $15,912-98.4% | $430-39.9% |