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 LLC4 years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $82,162 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,739 |
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 | $104,566 | $65,561+59.5% | $91,541+14.2% | $74,304+40.7% |
| Participation rate | 77.3% | 56.6%+20.7pp | 69.8%+7.6pp | 60.3%+17.0pp |
| Annual return | 16.13% | 17.68%-1.6pp | 20.50%-4.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $3,432 | $1,717+99.9% | $2,505+37.0% | $2,241+53.1% |
| Participant deferral / active EE | $7,068 | $2,918+142.2% | $4,008+76.3% | $3,767+87.6% |
| Admin fee / account holder | $621 | $3,333-81.4% | $6,956-91.1% | $2,969-79.1% |