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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $188,378 |
CREATIVE PLANNING LLC7+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $87,138 |
CREATIVE PLANNING LLC6+ years Filed as: CREATIVE PLANNING SERVICES INC Service code 49 · EIN 20-3801104 | Other Services | $8,311 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,550 | $60,607+11.5% | $189,557-64.4% | $86,799-22.2% |
| Participation rate | 86.1% | 68.9%+17.2pp | 78.4%+7.6pp | 72.3%+13.8pp |
| Annual return | 15.73% | 65.18%-49.5pp | 64.17%-48.4pp | 97.91%-82.2pp |
| Employer contribution / active EE | $2,378 | $1,626+46.3% | $4,412-46.1% | $2,405-1.1% |
| Participant deferral / active EE | $4,505 | $3,895+15.7% | $6,174-27.0% | $4,131+9.1% |
| Admin fee / account holder | $336 | $159+111.9% | $9,807-96.6% | $170+98.4% |