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 | $124,973 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,946 | $56,638+0.5% | $169,368-66.4% | $74,419-23.5% |
| Participation rate | 94.3% | 67.5%+26.8pp | 77.1%+17.1pp | 70.7%+23.5pp |
| Annual return | 15.40% | 24.75%-9.3pp | 405.60%-390.2pp | 34.38%-19.0pp |
| Employer contribution / active EE | $2,491 | $2,027+22.9% | $4,013-37.9% | $2,637-5.5% |
| Participant deferral / active EE | $5,825 | $4,223+38.0% | $6,221-6.4% | $4,528+28.6% |
| Admin fee / account holder | $174 | $307-43.1% | $9,003-98.1% | $348-49.9% |