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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,657 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 16 · EIN 84-4519624 | Consulting | $11,548 |
PEGGY S. EDGE, CPA, LLC2 years Service code 10 · EIN 26-4527814 | Accounting | $9,000 |
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 | $61,901 | $101,317-38.9% | $146,958-57.9% | $74,495-16.9% |
| Participation rate | 84.8% | 75.5%+9.3pp | 82.2%+2.7pp | 67.2%+17.6pp |
| Annual return | 15.48% | 8730.91%-8715.4pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $5,648 | $3,810+48.2% | $4,933+14.5% | $2,623+115.3% |
| Participant deferral / active EE | $12,586 | $7,303+72.3% | $8,070+56.0% | $4,346+189.6% |
| Admin fee / account holder | $313 | $1,739-82.0% | $12,998-97.6% | $1,942-83.9% |