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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,058 |
CREATIVE PLANNING LLC8+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $79,797 |
CREATIVE PLANNING LLC7+ years Filed as: CREATIVE PLANNING SERVICES INC Service code 49 · EIN 20-3801104 | Other Services | $11,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $771,749 | $50,458+1429.5% | $159,960+382.5% | $64,808+1090.8% |
| Participation rate | 0.0% | 68.0%-68.0pp | 78.0%-78.0pp | 71.5%-71.5pp |
| Annual return | -17.42% | -13.42%-4.0pp | 408.60%-426.0pp | 32.82%-50.2pp |
| Employer contribution / active EE | $2,016 | $1,722+17.0% | $4,226-52.3% | $2,506-19.6% |
| Participant deferral / active EE | $3,701 | $4,004-7.6% | $6,182-40.1% | $4,310-14.1% |
| Admin fee / account holder | $4,997 | $706+607.7% | $8,698-42.6% | $188+2560.7% |