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 | $54,846 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 13 · EIN 43-1270780 | Contract Administrator | $30,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,753 | $99,078-14.5% | $96,544-12.2% | $74,419+13.9% |
| Participation rate | 87.9% | 80.7%+7.2pp | 76.0%+11.9pp | 70.7%+17.2pp |
| Annual return | 15.50% | 22.48%-7.0pp | 25.84%-10.3pp | 34.38%-18.9pp |
| Employer contribution / active EE | $2,719 | $2,570+5.8% | $2,965-8.3% | $2,637+3.1% |
| Participant deferral / active EE | $6,364 | $4,933+29.0% | $4,851+31.2% | $4,528+40.5% |
| Admin fee / account holder | $184 | $225-17.9% | $8,252-97.8% | $348-47.0% |