See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $150,088 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $60,507 |
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.)
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 | $90,784 | $40,385+124.8% | $80,569+12.7% | $74,419+22.0% |
| Participation rate | 54.0% | 47.4%+6.5pp | 67.0%-13.0pp | 70.7%-16.8pp |
| Annual return | 44.46% | 164.85%-120.4pp | 935.43%-891.0pp | 34.38%+10.1pp |
| Employer contribution / active EE | $675 | $1,496-54.9% | $2,723-75.2% | $2,637-74.4% |
| Participant deferral / active EE | $4,820 | $2,674+80.3% | $4,447+8.4% | $4,528+6.5% |
| Admin fee / account holder | $305 | $720-57.6% | $5,377-94.3% | $348-12.3% |