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 | $559,776 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $99,740 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,852 | $160,882-59.1% | $200,582-67.2% | $102,872-36.0% |
| Participation rate | 96.9% | 91.2%+5.7pp | 86.9%+10.0pp | 73.0%+23.9pp |
| Annual return | 20.46% | 18.15%+2.3pp | 42.33%-21.9pp | 19.06%+1.4pp |
| Employer contribution / active EE | $3,451 | $5,602-38.4% | $6,419-46.2% | $3,526-2.1% |
| Participant deferral / active EE | $7,041 | $9,300-24.3% | $9,331-24.5% | $5,535+27.2% |
| Admin fee / account holder | $125 | $125-0.2% | $16,305-99.2% | $292-57.4% |