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 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $42,186 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,556 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,779 | $88,083+12.1% | $164,813-40.1% | $74,495+32.6% |
| Participation rate | 76.3% | 73.0%+3.2pp | 78.6%-2.4pp | 67.2%+9.0pp |
| Annual return | 19.15% | 17.26%+1.9pp | 69.93%-50.8pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $3,884 | $2,593+49.8% | $4,341-10.5% | $2,623+48.1% |
| Participant deferral / active EE | $8,626 | $4,498+91.8% | $6,031+43.0% | $4,346+98.5% |
| Admin fee / account holder | $463 | $2,234-79.3% | $12,690-96.3% | $1,942-76.1% |