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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,240 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $46,042 |
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 | $140,846 | $89,465+57.4% | $164,866-14.6% | $77,671+81.3% |
| Participation rate | 68.7% | 78.6%-9.9pp | 78.6%-9.9pp | 70.6%-1.8pp |
| Annual return | 0.00% | 28.81%-28.8pp | 69.97%-70.0pp | 31.21%-31.2pp |
| Employer contribution / active EE | $3,082 | $2,568+20.0% | $4,343-29.0% | $2,726+13.0% |
| Participant deferral / active EE | $6,068 | $4,897+23.9% | $6,033+0.6% | $4,648+30.5% |
| Admin fee / account holder | $199 | $340-41.4% | $12,689-98.4% | $430-53.8% |