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 | $30,422 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,855 | $87,870-34.2% | $113,168-48.9% | $74,304-22.1% |
| Participation rate | 94.1% | 70.7%+23.3pp | 76.6%+17.5pp | 60.3%+33.7pp |
| Annual return | 17.41% | 26.44%-9.0pp | 24.27%-6.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $4,162 | $2,277+82.8% | $2,975+39.9% | $2,241+85.7% |
| Participant deferral / active EE | $6,854 | $4,241+61.6% | $5,107+34.2% | $3,767+81.9% |
| Admin fee / account holder | $190 | $3,368-94.4% | $12,068-98.4% | $2,969-93.6% |