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 | $345,019 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $70,812 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,626 | $94,876-82.5% | $82,389-79.8% | $102,872-83.8% |
| Participation rate | 95.5% | 70.6%+24.9pp | 69.5%+25.9pp | 73.0%+22.5pp |
| Annual return | 15.03% | 17.83%-2.8pp | 28.67%-13.6pp | 19.06%-4.0pp |
| Employer contribution / active EE | $384 | $3,789-89.9% | $2,517-84.7% | $3,526-89.1% |
| Participant deferral / active EE | $2,640 | $4,496-41.3% | $4,155-36.5% | $5,535-52.3% |
| Admin fee / account holder | $104 | $214-51.4% | $7,231-98.6% | $292-64.4% |