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 LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $49,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,053 |
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 | $59,216 | $106,028-44.2% | $146,958-59.7% | $77,643-23.7% |
| Participation rate | 66.2% | 78.4%-12.2pp | 82.2%-16.0pp | 70.6%-4.4pp |
| Annual return | 22.51% | 56.73%-34.2pp | 418.34%-395.8pp | 31.24%-8.7pp |
| Employer contribution / active EE | $20 | $4,063-99.5% | $4,933-99.6% | $2,726-99.3% |
| Participant deferral / active EE | $8,133 | $7,990+1.8% | $8,070+0.8% | $4,647+75.0% |
| Admin fee / account holder | $87 | $337-74.3% | $12,998-99.3% | $430-79.8% |