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 | $124,216 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $20,000 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,195 | $50,458-4.5% | $159,960-69.9% | $64,808-25.6% |
| Participation rate | 95.8% | 68.0%+27.7pp | 78.0%+17.8pp | 71.5%+24.3pp |
| Annual return | -15.75% | -13.42%-2.3pp | 408.60%-424.4pp | 32.82%-48.6pp |
| Employer contribution / active EE | $2,327 | $1,722+35.1% | $4,226-44.9% | $2,506-7.1% |
| Participant deferral / active EE | $5,484 | $4,004+37.0% | $6,182-11.3% | $4,310+27.2% |
| Admin fee / account holder | $170 | $706-76.0% | $8,698-98.0% | $188-9.6% |