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 | $114,415 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $56,273 |
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 | $108,057 | $100,923+7.1% | $150,045-28.0% | $74,304+45.4% |
| Participation rate | 93.7% | 70.1%+23.6pp | 82.3%+11.4pp | 60.3%+33.3pp |
| Annual return | 15.53% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $4,727 | $3,463+36.5% | $4,693+0.7% | $2,241+110.9% |
| Participant deferral / active EE | $11,133 | $6,709+65.9% | $7,997+39.2% | $3,767+195.5% |
| Admin fee / account holder | $326 | $2,767-88.2% | $13,435-97.6% | $2,969-89.0% |