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 LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $60,271 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,633 | $56,317+233.2% | $71,209+163.5% | $74,304+152.5% |
| Participation rate | 93.0% | 55.1%+37.9pp | 73.8%+19.3pp | 60.3%+32.7pp |
| Annual return | 15.75% | 42.83%-27.1pp | 282.51%-266.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $6,693 | $2,160+209.9% | $2,721+146.0% | $2,241+198.6% |
| Participant deferral / active EE | $9,750 | $2,788+249.7% | $4,175+133.5% | $3,767+158.8% |
| Admin fee / account holder | $504 | $2,290-78.0% | $5,349-90.6% | $2,969-83.0% |