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 LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $55,575 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,713 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,326 | $60,323+189.0% | $81,812+113.1% | $74,495+134.0% |
| Participation rate | 91.3% | 62.9%+28.4pp | 72.3%+18.9pp | 67.2%+24.1pp |
| Annual return | 15.99% | 16.90%-0.9pp | 773.79%-757.8pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $5,779 | $2,620+120.5% | $2,912+98.4% | $2,623+120.3% |
| Participant deferral / active EE | $8,484 | $3,387+150.5% | $4,319+96.5% | $4,346+95.2% |
| Admin fee / account holder | $481 | $1,486-67.6% | $7,386-93.5% | $1,942-75.2% |