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 | $60,556 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $19,995 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,878 | $88,087-53.6% | $164,866-75.2% | $74,546-45.2% |
| Participation rate | 96.2% | 73.1%+23.2pp | 78.6%+17.6pp | 67.2%+29.0pp |
| Annual return | 14.84% | 17.27%-2.4pp | 69.97%-55.1pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $1,364 | $2,595-47.4% | $4,343-68.6% | $2,624-48.0% |
| Participant deferral / active EE | $9,428 | $4,499+109.5% | $6,033+56.3% | $4,347+116.9% |
| Admin fee / account holder | $248 | $2,232-88.9% | $12,689-98.0% | $1,944-87.2% |