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 | $161,311 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $47,001 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,877 | $45,031-35.9% | $84,966-66.0% | $77,643-62.8% |
| Participation rate | 98.6% | 48.7%+49.9pp | 67.5%+31.1pp | 70.6%+28.1pp |
| Annual return | 45.01% | 79.22%-34.2pp | 66.38%-21.4pp | 31.24%+13.8pp |
| Employer contribution / active EE | $1,942 | $1,609+20.7% | $2,727-28.8% | $2,726-28.8% |
| Participant deferral / active EE | $6,058 | $2,807+115.8% | $4,519+34.0% | $4,647+30.4% |
| Admin fee / account holder | $150 | $912-83.5% | $6,149-97.6% | $430-65.1% |