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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $374,571 |
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $103,497 |
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
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 | $79,048 | $119,446-33.8% | $150,045-47.3% | $85,563-7.6% |
| Participation rate | 90.4% | 75.4%+15.0pp | 82.3%+8.1pp | 66.0%+24.5pp |
| Annual return | 16.65% | 23.72%-7.1pp | 62.55%-45.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $3,475 | $4,078-14.8% | $4,693-26.0% | $2,654+30.9% |
| Participant deferral / active EE | $6,960 | $7,985-12.8% | $7,997-13.0% | $4,375+59.1% |
| Admin fee / account holder | $375 | $548-31.5% | $13,435-97.2% | $834-55.0% |