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 10-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 |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $97,120 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,033 |
CREATIVE PLANNING LLC3 years 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 | $80,645 | $104,919-23.1% | $116,228-30.6% | $85,563-5.7% |
| Participation rate | 79.8% | 78.6%+1.2pp | 74.6%+5.3pp | 66.0%+13.8pp |
| Annual return | 14.67% | 15.38%-0.7pp | 90.06%-75.4pp | 31.51%-16.8pp |
| Employer contribution / active EE | $2,323 | $3,485-33.4% | $2,994-22.4% | $2,654-12.5% |
| Participant deferral / active EE | $5,051 | $5,306-4.8% | $4,953+2.0% | $4,375+15.4% |
| Admin fee / account holder | $59 | $429-86.2% | $11,989-99.5% | $834-92.9% |