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 9-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 | $44,355 |
CREATIVE PLANNING LLC5 years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $16,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $833,300 | $54,705+1423.3% | $71,209+1070.2% | $84,808+882.6% |
| Participation rate | 4.2% | 64.1%-59.9pp | 73.8%-69.5pp | 68.3%-64.1pp |
| Annual return | 8.59% | 35.90%-27.3pp | 282.51%-273.9pp | 40.90%-32.3pp |
| Employer contribution / active EE | $4,336 | $2,158+100.9% | $2,721+59.4% | $2,631+64.8% |
| Participant deferral / active EE | $6,879 | $3,030+127.0% | $4,175+64.8% | $4,212+63.3% |
| Admin fee / account holder | $4,405 | $4,863-9.4% | $5,349-17.6% | $7,344-40.0% |