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 | $164,486 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $61,487 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $36,285 | $107,459-66.2% | $135,903-73.3% | $80,160-54.7% |
| Participation rate | 79.8% | 78.0%+1.7pp | 81.9%-2.1pp | 72.9%+6.9pp |
| Annual return | 30.83% | 91.91%-61.1pp | 68.23%-37.4pp | 40.38%-9.6pp |
| Employer contribution / active EE | $2,006 | $3,877-48.3% | $4,856-58.7% | $2,978-32.6% |
| Participant deferral / active EE | $4,689 | $8,195-42.8% | $7,758-39.6% | $5,017-6.5% |
| Admin fee / account holder | $148 | $127+16.5% | $10,762-98.6% | $145+2.1% |