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 4-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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 43-1270780 | Advisory (Plan) | $27,775 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,442 |
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 | $72,100 | $69,477+3.8% | $94,646-23.8% | $71,457+0.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 107.81% | 29.66%+78.1pp | 156.71%-48.9pp | 28.85%+79.0pp |
| Employer contribution / active EE | $1,242 | $2,853-56.5% | $3,672-66.2% | $2,588-52.0% |
| Participant deferral / active EE | $4,824 | $7,345-34.3% | $7,418-35.0% | $4,289+12.5% |
| Admin fee / account holder | $122 | $1,210-89.9% | $7,231-98.3% | $1,587-92.3% |