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 | $104,774 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $31,342 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $22,984 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,670 | $82,202+1.8% | $125,339-33.2% | $64,808+29.1% |
| Participation rate | 95.3% | 77.9%+17.5pp | 82.4%+13.0pp | 71.5%+23.9pp |
| Annual return | -15.71% | 3.48%-19.2pp | 572.05%-587.8pp | 32.82%-48.5pp |
| Employer contribution / active EE | $3,679 | $3,615+1.8% | $4,814-23.6% | $2,506+46.8% |
| Participant deferral / active EE | $9,850 | $7,175+37.3% | $7,446+32.3% | $4,310+128.5% |
| Admin fee / account holder | $260 | $163+59.3% | $10,010-97.4% | $188+38.4% |