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 | $84,269 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $44,833 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,483 | $101,499+2.0% | $147,005-29.6% | $74,546+38.8% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.4pp |
| Annual return | 13.43% | 8732.34%-8718.9pp | 418.76%-405.3pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $2,940 | $3,811-22.9% | $4,934-40.4% | $2,624+12.0% |
| Participant deferral / active EE | $6,738 | $7,304-7.8% | $8,070-16.5% | $4,347+55.0% |
| Admin fee / account holder | $466 | $1,748-73.4% | $13,006-96.4% | $1,944-76.0% |