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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $973,943 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $91,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $154,237 | $77,577+98.8% | $101,794+51.5% | $140,769+9.6% |
| Participation rate | 43.6% | 56.8%-13.2pp | 69.2%-25.6pp | 74.2%-30.6pp |
| Annual return | 14.61% | 14.47%+0.1pp | 30.53%-15.9pp | 16.82%-2.2pp |
| Employer contribution / active EE | $337 | $1,318-74.4% | $2,289-85.3% | $3,906-91.4% |
| Participant deferral / active EE | $2,350 | $2,205+6.5% | $4,084-42.5% | $6,717-65.0% |
| Admin fee / account holder | $160 | $84+89.4% | $8,777-98.2% | $229-30.4% |