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 06-1050034 | Contract Administrator | $199,669 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $33,750 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $11,250 |
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 | $33,691 | $45,000-25.1% | $143,757-76.6% | $77,904-56.8% |
| Participation rate | 74.6% | 66.8%+7.8pp | 80.3%-5.7pp | 73.7%+0.9pp |
| Annual return | -14.04% | 29.03%-43.1pp | -0.04%-14.0pp | 12.21%-26.2pp |
| Employer contribution / active EE | $415 | $1,870-77.8% | $4,951-91.6% | $2,848-85.4% |
| Participant deferral / active EE | $3,944 | $3,157+24.9% | $5,637-30.0% | $4,806-17.9% |
| Admin fee / account holder | $131 | $98+33.0% | $14,673-99.1% | $133-1.2% |