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 | $113,264 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $53,469 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,299 | $101,317+5.9% | $146,958-27.0% | $74,495+44.0% |
| Participation rate | 93.3% | 75.5%+17.7pp | 82.2%+11.1pp | 67.2%+26.1pp |
| Annual return | 13.68% | 8730.91%-8717.2pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $3,740 | $3,810-1.8% | $4,933-24.2% | $2,623+42.6% |
| Participant deferral / active EE | $9,585 | $7,303+31.2% | $8,070+18.8% | $4,346+120.6% |
| Admin fee / account holder | $305 | $1,739-82.4% | $12,998-97.7% | $1,942-84.3% |