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 6-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,265 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $7,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,914 | $80,731-30.7% | $103,374-45.9% | $74,546-25.0% |
| Participation rate | 96.3% | 65.7%+30.6pp | 74.5%+21.8pp | 67.2%+29.1pp |
| Annual return | 17.50% | 27.56%-10.1pp | 24.89%-7.4pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $3,364 | $3,158+6.5% | $3,869-13.1% | $2,624+28.2% |
| Participant deferral / active EE | $6,539 | $3,860+69.4% | $5,058+29.3% | $4,347+50.4% |
| Admin fee / account holder | $247 | $2,369-89.6% | $8,394-97.1% | $1,944-87.3% |