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 | $12,543 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | 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 | $127,184 | $106,028+20.0% | $146,958-13.5% | $77,643+63.8% |
| Participation rate | 97.4% | 78.4%+19.0pp | 82.2%+15.2pp | 70.6%+26.8pp |
| Annual return | 31.54% | 56.73%-25.2pp | 418.34%-386.8pp | 31.24%+0.3pp |
| Employer contribution / active EE | $4,978 | $4,063+22.5% | $4,933+0.9% | $2,726+82.6% |
| Participant deferral / active EE | $10,224 | $7,990+28.0% | $8,070+26.7% | $4,647+120.0% |
| Admin fee / account holder | $21 | $337-93.9% | $12,998-99.8% | $430-95.2% |