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 | $944,755 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 13 · EIN 84-4519624 | Contract Administrator | $94,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $144,894 | $57,150+153.5% | $93,606+54.8% | $106,382+36.2% |
| Participation rate | 39.5% | 49.1%-9.6pp | 68.7%-29.3pp | 69.9%-30.4pp |
| Annual return | 13.69% | 15.81%-2.1pp | 133.20%-119.5pp | 17.37%-3.7pp |
| Employer contribution / active EE | $391 | $1,015-61.4% | $2,420-83.8% | $3,364-88.4% |
| Participant deferral / active EE | $2,223 | $1,853+20.0% | $4,411-49.6% | $5,569-60.1% |
| Admin fee / account holder | $152 | $64+135.8% | $8,285-98.2% | $79+91.4% |