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 | $70,035 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $58,523 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,335 | $79,171+209.9% | $102,423+139.5% | $74,495+229.3% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 10.88% | 54.93%-44.1pp | 29.32%-18.4pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $4,233 | $2,362+79.2% | $3,023+40.0% | $2,623+61.4% |
| Participant deferral / active EE | $9,635 | $4,415+118.2% | $5,053+90.7% | $4,346+121.7% |
| Admin fee / account holder | $604 | $2,001-69.8% | $9,451-93.6% | $1,942-68.9% |