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 | $37,327 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $18,716 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,533 | $87,870-66.4% | $113,168-73.9% | $74,304-60.3% |
| Participation rate | 71.9% | 70.7%+1.2pp | 76.6%-4.6pp | 60.3%+11.6pp |
| Annual return | 15.31% | 26.44%-11.1pp | 24.27%-9.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,232 | $2,277-2.0% | $2,975-25.0% | $2,241-0.4% |
| Participant deferral / active EE | $4,181 | $4,241-1.4% | $5,107-18.1% | $3,767+11.0% |
| Admin fee / account holder | $258 | $3,368-92.3% | $12,068-97.9% | $2,969-91.3% |