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 | $42,981 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $19,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,272 | $96,484-43.8% | $156,263-65.3% | $74,304-27.0% |
| Participation rate | 94.8% | 67.7%+27.1pp | 78.9%+15.9pp | 60.3%+34.4pp |
| Annual return | 16.58% | 17.73%-1.2pp | 59.47%-42.9pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,222 | $2,528-51.7% | $4,333-71.8% | $2,241-45.5% |
| Participant deferral / active EE | $8,526 | $4,286+98.9% | $6,158+38.4% | $3,767+126.3% |
| Admin fee / account holder | $259 | $3,728-93.0% | $14,255-98.2% | $2,969-91.3% |