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 LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $30,955 |
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 | Participant loan processing; Custodia... | $26,623 |
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 | $44,854 | $91,407-50.9% | $135,903-67.0% | $71,457-37.2% |
| Participation rate | 86.2% | 75.7%+10.5pp | 81.9%+4.3pp | 67.9%+18.3pp |
| Annual return | 23.21% | 29.90%-6.7pp | 68.23%-45.0pp | 28.85%-5.6pp |
| Employer contribution / active EE | $2,834 | $3,703-23.5% | $4,856-41.6% | $2,588+9.5% |
| Participant deferral / active EE | $7,653 | $7,092+7.9% | $7,758-1.4% | $4,289+78.4% |
| Admin fee / account holder | $202 | $1,266-84.0% | $10,762-98.1% | $1,587-87.3% |