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 | $141,745 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,680 | $106,028-56.0% | $146,958-68.2% | $77,643-39.9% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.5pp |
| Annual return | 43.58% | 56.73%-13.2pp | 418.34%-374.8pp | 31.24%+12.3pp |
| Employer contribution / active EE | $2,988 | $4,063-26.5% | $4,933-39.4% | $2,726+9.6% |
| Participant deferral / active EE | $11,045 | $7,990+38.2% | $8,070+36.9% | $4,647+137.7% |
| Admin fee / account holder | $179 | $337-46.8% | $12,998-98.6% | $430-58.3% |