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) | $88,953 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,532 |
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 | $70,327 | $84,030-16.3% | $126,539-44.4% | $102,872-31.6% |
| Participation rate | 18.9% | 58.3%-39.3pp | 69.8%-50.9pp | 73.0%-54.1pp |
| Annual return | 22.35% | 17.79%+4.6pp | 425.95%-403.6pp | 19.06%+3.3pp |
| Employer contribution / active EE | $596 | $3,287-81.9% | $3,674-83.8% | $3,526-83.1% |
| Participant deferral / active EE | $1,249 | $3,749-66.7% | $4,083-69.4% | $5,535-77.4% |
| Admin fee / account holder | $164 | $299-45.3% | $6,065-97.3% | $292-43.9% |