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) | $85,871 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,280 | $62,544+4.4% | $129,207-49.5% | $199,593-67.3% |
| Participation rate | 17.3% | 56.8%-39.5pp | 69.6%-52.3pp | 72.0%-54.6pp |
| Annual return | 15.55% | 16.95%-1.4pp | 9417.33%-9401.8pp | 34.25%-18.7pp |
| Employer contribution / active EE | $563 | $2,394-76.5% | $4,153-86.4% | $3,034-81.4% |
| Participant deferral / active EE | $1,196 | $3,123-61.7% | $4,168-71.3% | $5,087-76.5% |
| Admin fee / account holder | $176 | $167+5.5% | $7,715-97.7% | $269-34.5% |