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 10-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,592 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $44,682 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,194 | $80,724+6.8% | $103,333-16.6% | $74,495+15.7% |
| Participation rate | 99.6% | 65.7%+33.9pp | 74.5%+25.1pp | 67.2%+32.4pp |
| Annual return | 11.87% | 27.56%-15.7pp | 24.88%-13.0pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,636 | $3,157-16.5% | $3,868-31.8% | $2,623+0.5% |
| Participant deferral / active EE | $7,278 | $3,860+88.5% | $5,057+43.9% | $4,346+67.5% |
| Admin fee / account holder | $312 | $2,368-86.8% | $8,355-96.3% | $1,942-83.9% |