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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $145,000 |
CREATIVE PLANNING LLC5+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $54,379 |
CREATIVE PLANNING LLC4+ years Filed as: CREATIVE PLANNING SERVICES INC Service code 49 · EIN 20-3801104 | Other Services | $3,990 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,458 | $48,471+4.1% | $182,532-72.4% | $67,579-25.3% |
| Participation rate | 76.5% | 67.2%+9.3pp | 78.0%-1.5pp | 71.3%+5.2pp |
| Annual return | 23.43% | 31.08%-7.7pp | 148.54%-125.1pp | 378.56%-355.1pp |
| Employer contribution / active EE | $1,864 | $1,461+27.6% | $4,076-54.3% | $2,148-13.2% |
| Participant deferral / active EE | $3,199 | $3,324-3.8% | $5,524-42.1% | $3,539-9.6% |
| Admin fee / account holder | $248 | $151+63.8% | $8,592-97.1% | $142+74.1% |