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 3-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 | $144,946 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $85,474 |
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 | $56,476 | $57,610-2.0% | $154,803-63.5% | $102,872-45.1% |
| Participation rate | 94.4% | 59.5%+35.0pp | 78.1%+16.3pp | 73.0%+21.4pp |
| Annual return | 14.16% | 30.49%-16.3pp | 58.88%-44.7pp | 19.06%-4.9pp |
| Employer contribution / active EE | $1,160 | $1,883-38.4% | $4,305-73.1% | $3,526-67.1% |
| Participant deferral / active EE | $3,472 | $2,914+19.1% | $5,540-37.3% | $5,535-37.3% |
| Admin fee / account holder | $123 | $368-66.5% | $14,329-99.1% | $292-57.8% |