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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,152 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $22,745 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
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 | $59,810 | $101,499-41.1% | $147,005-59.3% | $74,546-19.8% |
| Participation rate | 79.0% | 75.5%+3.5pp | 82.2%-3.1pp | 67.2%+11.8pp |
| Annual return | 14.62% | 8732.34%-8717.7pp | 418.76%-404.1pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $2,305 | $3,811-39.5% | $4,934-53.3% | $2,624-12.2% |
| Participant deferral / active EE | $4,797 | $7,304-34.3% | $8,070-40.6% | $4,347+10.3% |
| Admin fee / account holder | $304 | $1,748-82.6% | $13,006-97.7% | $1,944-84.3% |