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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,461 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $54,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,626 | $50,982+138.6% | $154,803-21.4% | $85,563+42.1% |
| Participation rate | 96.9% | 59.8%+37.1pp | 78.1%+18.8pp | 66.0%+30.9pp |
| Annual return | 15.75% | 30.35%-14.6pp | 58.88%-43.1pp | 31.51%-15.8pp |
| Employer contribution / active EE | $3,391 | $1,708+98.5% | $4,305-21.2% | $2,654+27.8% |
| Participant deferral / active EE | $7,853 | $2,474+217.4% | $5,540+41.7% | $4,375+79.5% |
| Admin fee / account holder | $273 | $846-67.8% | $14,329-98.1% | $834-67.3% |