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 | $66,597 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $30,000 |
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 | $84,411 | $88,890-5.0% | $102,423-17.6% | $77,643+8.7% |
| Participation rate | 90.2% | 80.9%+9.3pp | 76.5%+13.7pp | 70.6%+19.7pp |
| Annual return | 12.14% | 24.98%-12.8pp | 29.32%-17.2pp | 31.24%-19.1pp |
| Employer contribution / active EE | $2,753 | $2,698+2.1% | $3,023-8.9% | $2,726+1.0% |
| Participant deferral / active EE | $6,325 | $5,145+22.9% | $5,053+25.2% | $4,647+36.1% |
| Admin fee / account holder | $195 | $235-17.1% | $9,451-97.9% | $430-54.7% |