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 4-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 LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $16,898 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,404 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,082 | $34,934+146.4% | $56,411+52.6% | $74,495+15.6% |
| Participation rate | 71.8% | 32.8%+39.0pp | 52.5%+19.3pp | 67.2%+4.6pp |
| Annual return | 15.83% | 25.94%-10.1pp | 1701.33%-1685.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $3,205 | $609+426.2% | $1,039+208.5% | $2,623+22.2% |
| Participant deferral / active EE | $6,581 | $1,170+462.3% | $1,952+237.2% | $4,346+51.4% |
| Admin fee / account holder | $18 | $2,364-99.3% | $2,829-99.4% | $1,942-99.1% |