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 | $112,359 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $49,984 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $213,806 | $101,317+111.0% | $146,958+45.5% | $74,495+187.0% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.5pp | 67.2%+27.4pp |
| Annual return | 19.37% | 8730.91%-8711.5pp | 418.34%-399.0pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $2,150 | $3,810-43.6% | $4,933-56.4% | $2,623-18.0% |
| Participant deferral / active EE | $15,087 | $7,303+106.6% | $8,070+86.9% | $4,346+247.2% |
| Admin fee / account holder | $494 | $1,739-71.6% | $12,998-96.2% | $1,942-74.6% |