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 | $25,253 |
CREATIVE PLANNING LLC2 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 | $43,156 | $79,184-45.5% | $102,438-57.9% | $74,546-42.1% |
| Participation rate | 95.4% | 74.8%+20.6pp | 76.5%+18.9pp | 67.2%+28.2pp |
| Annual return | 17.92% | 54.95%-37.0pp | 29.37%-11.4pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $3,954 | $2,362+67.4% | $3,024+30.8% | $2,624+50.7% |
| Participant deferral / active EE | $6,068 | $4,414+37.5% | $5,054+20.1% | $4,347+39.6% |
| Admin fee / account holder | $137 | $2,001-93.1% | $9,448-98.5% | $1,944-92.9% |