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 | $143,741 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $47,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,449 | $48,698+108.3% | $93,606+8.4% | $199,593-49.2% |
| Participation rate | 45.3% | 63.5%-18.3pp | 68.7%-23.5pp | 72.0%-26.7pp |
| Annual return | 17.91% | 15.34%+2.6pp | 133.20%-115.3pp | 34.25%-16.3pp |
| Employer contribution / active EE | $1,016 | $1,135-10.5% | $2,420-58.0% | $3,034-66.5% |
| Participant deferral / active EE | $3,059 | $2,817+8.6% | $4,411-30.7% | $5,087-39.9% |
| Admin fee / account holder | $186 | $195-4.7% | $8,285-97.8% | $269-30.9% |