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 9-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) | $51,728 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,279 |
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 | $76,353 | $88,982-14.2% | $102,438-25.5% | $77,671-1.7% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.5%+21.3pp | 70.6%+27.2pp |
| Annual return | 30.77% | 25.01%+5.8pp | 29.37%+1.4pp | 31.21%-0.4pp |
| Employer contribution / active EE | $1,808 | $2,698-33.0% | $3,024-40.2% | $2,726-33.7% |
| Participant deferral / active EE | $5,875 | $5,144+14.2% | $5,054+16.3% | $4,648+26.4% |
| Admin fee / account holder | $138 | $236-41.2% | $9,448-98.5% | $430-67.8% |