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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $294,338 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $63,561 |
Filed as: MESIROW FINANCIAL INC Service code 49 · EIN 36-3194849 | Other Services | $28,189 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,124 | $53,136-64.0% | $155,509-87.7% | $199,593-90.4% |
| Participation rate | 94.9% | 64.1%+30.8pp | 78.2%+16.7pp | 72.0%+22.9pp |
| Annual return | 21.60% | 41.15%-19.5pp | 64.67%-43.1pp | 34.25%-12.6pp |
| Employer contribution / active EE | $1,227 | $1,851-33.7% | $4,672-73.7% | $3,034-59.6% |
| Participant deferral / active EE | $3,519 | $3,161+11.3% | $5,626-37.4% | $5,087-30.8% |
| Admin fee / account holder | $125 | $185-32.8% | $15,912-99.2% | $269-53.7% |