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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $494,715 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $130,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,374 | $123,077-37.1% | $116,228-33.4% | $102,872-24.8% |
| Participation rate | 94.4% | 87.0%+7.4pp | 74.6%+19.9pp | 73.0%+21.4pp |
| Annual return | 16.77% | 15.84%+0.9pp | 90.06%-73.3pp | 19.06%-2.3pp |
| Employer contribution / active EE | $1,840 | $4,380-58.0% | $2,994-38.5% | $3,526-47.8% |
| Participant deferral / active EE | $5,485 | $6,746-18.7% | $4,953+10.7% | $5,535-0.9% |
| Admin fee / account holder | $138 | $115+19.3% | $11,989-98.9% | $292-52.9% |