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 | $36,951 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $18,750 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $18,242 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,485 | $81,908-42.0% | $90,749-47.7% | $64,808-26.7% |
| Participation rate | 72.4% | 80.5%-8.1pp | 75.7%-3.3pp | 71.5%+0.9pp |
| Annual return | -15.97% | -12.53%-3.4pp | -12.16%-3.8pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,370 | $3,065-55.3% | $2,921-53.1% | $2,506-45.3% |
| Participant deferral / active EE | $3,953 | $4,840-18.3% | $4,564-13.4% | $4,310-8.3% |
| Admin fee / account holder | $208 | $157+32.2% | $8,445-97.5% | $188+10.6% |