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 10-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 |
|---|---|---|
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING BENEFITS LLC-000 Service code 49 · EIN 26-1517461 | Other Services | $16,275 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,009 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,918 | $81,537-47.4% | $149,718-71.3% | $69,631-38.4% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.1%+9.2pp | 70.7%+25.6pp |
| Annual return | 28.00% | 22.79%+5.2pp | 1501.63%-1473.6pp | 27571.02%-27543.0pp |
| Employer contribution / active EE | $2,614 | $3,239-19.3% | $5,445-52.0% | $2,032+28.6% |
| Participant deferral / active EE | $6,010 | $4,994+20.3% | $6,569-8.5% | $3,224+86.4% |
| Admin fee / account holder | $7 | $107-93.8% | $11,283-99.9% | $110-94.0% |