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 | $128,593 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $58,155 |
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 | $40,089 | $82,917-51.7% | $103,333-61.2% | $77,643-48.4% |
| Participation rate | 98.6% | 71.6%+27.0pp | 74.5%+24.1pp | 70.6%+28.0pp |
| Annual return | 12.02% | 19.13%-7.1pp | 24.88%-12.9pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,219 | $3,552-65.7% | $3,868-68.5% | $2,726-55.3% |
| Participant deferral / active EE | $4,932 | $4,108+20.0% | $5,057-2.5% | $4,647+6.1% |
| Admin fee / account holder | $170 | $638-73.4% | $8,355-98.0% | $430-60.5% |