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 | $149,891 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $40,314 |
Service code 27 · EIN 47-1880154 | Advisory (Plan) | $12,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,497 | $50,127-51.1% | $149,673-83.6% | $80,160-69.4% |
| Participation rate | 90.1% | 64.3%+25.9pp | 78.8%+11.4pp | 72.9%+17.2pp |
| Annual return | 22.83% | 29.82%-7.0pp | 134.42%-111.6pp | 40.38%-17.6pp |
| Employer contribution / active EE | $2 | $1,865-99.9% | $4,818-100.0% | $2,978-99.9% |
| Participant deferral / active EE | $3,469 | $3,194+8.6% | $5,680-38.9% | $5,017-30.8% |
| Admin fee / account holder | $96 | $153-37.1% | $13,210-99.3% | $145-33.7% |