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 | $524,679 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $114,000 |
Service code 10 · EIN 43-0831507 | Accounting | $24,700 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $11,985 |
Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 45-3791510 | Advisory (Participants) | $10,830 |
FISHER INVESTMENTS4 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,632 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,901 | $159,391-6.6% | $102,423+45.4% | $99,062+50.3% |
| Participation rate | 97.5% | 88.6%+8.9pp | 76.5%+21.0pp | 71.6%+25.9pp |
| Annual return | 15.54% | 19.03%-3.5pp | 29.32%-13.8pp | 17.66%-2.1pp |
| Employer contribution / active EE | $3,570 | $4,207-15.1% | $3,023+18.1% | $3,262+9.5% |
| Participant deferral / active EE | $9,699 | $7,498+29.4% | $5,053+92.0% | $5,331+81.9% |
| Admin fee / account holder | $102 | $159-35.7% | $9,451-98.9% | $109-6.2% |