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 | $58,544 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $22,500 |
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 | $95,358 | $95,274+0.1% | $135,903-29.8% | $74,419+28.1% |
| Participation rate | 95.5% | 78.2%+17.3pp | 81.9%+13.6pp | 70.7%+24.8pp |
| Annual return | 17.65% | 32.77%-15.1pp | 68.23%-50.6pp | 34.38%-16.7pp |
| Employer contribution / active EE | $5,357 | $3,874+38.3% | $4,856+10.3% | $2,637+103.1% |
| Participant deferral / active EE | $9,110 | $7,782+17.1% | $7,758+17.4% | $4,528+101.2% |
| Admin fee / account holder | $135 | $266-49.2% | $10,762-98.7% | $348-61.1% |