See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $179,925 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $42,544 |
GREERWALKER LLP6 years Service code 10 · EIN 56-1434747 | Accounting | $15,600 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,191 | $82,917+2.7% | $103,333-17.6% | $77,643+9.7% |
| Participation rate | 97.3% | 71.6%+25.7pp | 74.5%+22.7pp | 70.6%+26.7pp |
| Annual return | 19.11% | 19.13%0pp | 24.88%-5.8pp | 31.24%-12.1pp |
| Employer contribution / active EE | $2,171 | $3,552-38.9% | $3,868-43.9% | $2,726-20.3% |
| Participant deferral / active EE | $7,744 | $4,108+88.5% | $5,057+53.1% | $4,647+66.6% |
| Admin fee / account holder | $211 | $638-66.9% | $8,355-97.5% | $430-50.9% |