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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,697 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $47,662 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,593 | $91,407+10.1% | $135,903-26.0% | $71,457+40.8% |
| Participation rate | 94.6% | 75.7%+19.0pp | 81.9%+12.7pp | 67.9%+26.7pp |
| Annual return | 16.53% | 29.90%-13.4pp | 68.23%-51.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $3,664 | $3,703-1.1% | $4,856-24.5% | $2,588+41.6% |
| Participant deferral / active EE | $10,183 | $7,092+43.6% | $7,758+31.3% | $4,289+137.4% |
| Admin fee / account holder | $262 | $1,266-79.3% | $10,762-97.6% | $1,587-83.5% |