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 | $128,736 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $40,000 |
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 | $61,343 | $62,624-2.0% | $177,989-65.5% | $77,643-21.0% |
| Participation rate | 97.7% | 66.8%+30.9pp | 77.1%+20.7pp | 70.6%+27.2pp |
| Annual return | 12.67% | 16.16%-3.5pp | 294.48%-281.8pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,523 | $1,909+32.2% | $3,949-36.1% | $2,726-7.4% |
| Participant deferral / active EE | $5,759 | $4,219+36.5% | $6,276-8.2% | $4,647+23.9% |
| Admin fee / account holder | $169 | $386-56.3% | $10,363-98.4% | $430-60.9% |