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 6-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $137,909 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 16 · EIN 84-4519624 | Consulting | $63,895 |
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 | $27,789 | $104,697-73.5% | $96,544-71.2% | $80,160-65.3% |
| Participation rate | 78.5% | 86.4%-7.9pp | 76.0%+2.5pp | 72.9%+5.6pp |
| Annual return | 20.60% | 21.78%-1.2pp | 25.84%-5.2pp | 40.38%-19.8pp |
| Employer contribution / active EE | $0 | $3,536-100.0% | $2,965-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $5,087 | $6,188-17.8% | $4,851+4.9% | $5,017+1.4% |
| Admin fee / account holder | $72 | $107-32.9% | $8,252-99.1% | $145-50.6% |