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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,813 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,288 | $26,114-68.3% | $58,482-85.8% | $74,419-88.9% |
| Participation rate | 26.6% | 32.1%-5.5pp | 50.9%-24.3pp | 70.7%-44.2pp |
| Annual return | 0.00% | 32.51%-32.5pp | 4239.32%-4239.3pp | 34.38%-34.4pp |
| Employer contribution / active EE | $585 | $536+9.3% | $1,053-44.4% | $2,637-77.8% |
| Participant deferral / active EE | $1,363 | $1,075+26.8% | $1,924-29.2% | $4,528-69.9% |
| Admin fee / account holder | $51 | $649-92.1% | $2,516-98.0% | $348-85.2% |