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 | $58,597 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $15,000 |
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 | $59,318 | $69,763-15.0% | $67,502-12.1% | $74,495-20.4% |
| Participation rate | 75.3% | 71.4%+3.9pp | 72.9%+2.4pp | 67.2%+8.1pp |
| Annual return | 14.63% | -40.34%+55.0pp | 3512.12%-3497.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,572 | $3,636+53.2% | $4,000+39.3% | $4,346+28.2% |
| Admin fee / account holder | $284 | $896-68.2% | $3,998-92.9% | $1,942-85.4% |