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 10-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 |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $76,778 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,225 |
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.
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 | $82,150 | $62,127+32.2% | $81,382+0.9% | $74,495+10.3% |
| Participation rate | 71.8% | 64.0%+7.7pp | 69.5%+2.3pp | 67.2%+4.6pp |
| Annual return | 10.99% | 16.48%-5.5pp | 24.73%-13.7pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $3,157 | $1,882+67.7% | $2,463+28.2% | $2,623+20.4% |
| Participant deferral / active EE | $6,471 | $3,229+100.4% | $3,883+66.6% | $4,346+48.9% |
| Admin fee / account holder | $524 | $1,934-72.9% | $5,768-90.9% | $1,942-73.0% |