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 9-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 37 · EIN 04-2647786 | Loan Processing | $24,906 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,339 | $54,517+104.2% | $75,972+46.6% | $74,495+49.5% |
| Participation rate | 58.5% | 60.3%-1.8pp | 69.1%-10.5pp | 67.2%-8.7pp |
| Annual return | 13.90% | 31.82%-17.9pp | 359.55%-345.6pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,690 | $1,777+107.6% | $2,685+37.4% | $2,623+40.7% |
| Participant deferral / active EE | $7,776 | $3,066+153.7% | $4,255+82.7% | $4,346+78.9% |
| Admin fee / account holder | $427 | $2,229-80.9% | $6,467-93.4% | $1,942-78.0% |