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 7-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 | $172,075 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $85,726 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,411 | $82,972-32.0% | $103,374-45.4% | $77,671-27.4% |
| Participation rate | 59.6% | 71.5%-12.0pp | 74.5%-15.0pp | 70.6%-11.0pp |
| Annual return | 12.60% | 19.14%-6.5pp | 24.89%-12.3pp | 31.21%-18.6pp |
| Employer contribution / active EE | $1,876 | $3,554-47.2% | $3,869-51.5% | $2,726-31.2% |
| Participant deferral / active EE | $4,169 | $4,108+1.5% | $5,058-17.6% | $4,648-10.3% |
| Admin fee / account holder | $354 | $639-44.6% | $8,394-95.8% | $430-17.7% |