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.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $49,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,048 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,347 | $106,028-84.6% | $146,958-88.9% | $77,643-78.9% |
| Participation rate | 97.1% | 78.4%+18.7pp | 82.2%+14.9pp | 70.6%+26.5pp |
| Annual return | 0.00% | 56.73%-56.7pp | 418.34%-418.3pp | 31.24%-31.2pp |
| Employer contribution / active EE | $9,090 | $4,063+123.7% | $4,933+84.3% | $2,726+233.5% |
| Participant deferral / active EE | $2,758 | $7,990-65.5% | $8,070-65.8% | $4,647-40.6% |
| Admin fee / account holder | $38 | $337-88.6% | $12,998-99.7% | $430-91.1% |