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 9-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 LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $46,283 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,523 | $59,417+5.2% | $93,606-33.2% | $74,495-16.1% |
| Participation rate | 86.4% | 59.7%+26.7pp | 68.7%+17.7pp | 67.2%+19.2pp |
| Annual return | 20.98% | 81.83%-60.9pp | 133.20%-112.2pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $2,583 | $1,264+104.4% | $2,420+6.7% | $2,623-1.5% |
| Participant deferral / active EE | $5,050 | $3,050+65.6% | $4,411+14.5% | $4,346+16.2% |
| Admin fee / account holder | $348 | $3,021-88.5% | $8,285-95.8% | $1,942-82.1% |