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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $165,301 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $72,444 |
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 | $56,210 | $92,055-38.9% | $106,213-47.1% | $77,643-27.6% |
| Participation rate | 94.4% | 81.0%+13.4pp | 75.3%+19.1pp | 70.6%+23.8pp |
| Annual return | 15.84% | 17.91%-2.1pp | 116.14%-100.3pp | 31.24%-15.4pp |
| Employer contribution / active EE | $3,351 | $3,367-0.5% | $3,171+5.7% | $2,726+22.9% |
| Participant deferral / active EE | $6,439 | $5,386+19.6% | $5,016+28.4% | $4,647+38.5% |
| Admin fee / account holder | $286 | $219+30.8% | $11,033-97.4% | $430-33.5% |