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 | $49,088 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING,LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $29,990 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,042 | $72,254+8.0% | $86,677-10.0% | $64,808+20.4% |
| Participation rate | 87.4% | 80.4%+7.0pp | 76.6%+10.9pp | 71.5%+16.0pp |
| Annual return | -14.59% | 392.42%-407.0pp | 35.91%-50.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $2,670 | $2,393+11.6% | $2,836-5.9% | $2,506+6.5% |
| Participant deferral / active EE | $6,262 | $4,658+34.4% | $4,656+34.5% | $4,310+45.3% |
| Admin fee / account holder | $173 | $174-0.3% | $7,493-97.7% | $188-7.7% |