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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,904 |
CREATIVE PLANNING LLC2+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,188 | $31,741-58.5% | $56,411-76.6% | $199,593-93.4% |
| Participation rate | 25.3% | 32.3%-7.0pp | 52.5%-27.2pp | 72.0%-46.7pp |
| Annual return | 20.18% | 14.72%+5.5pp | 1701.33%-1681.1pp | 34.25%-14.1pp |
| Employer contribution / active EE | $499 | $508-1.8% | $1,039-52.0% | $3,034-83.6% |
| Participant deferral / active EE | $1,236 | $1,184+4.4% | $1,952-36.7% | $5,087-75.7% |
| Admin fee / account holder | $148 | $426-65.2% | $2,829-94.8% | $269-44.8% |