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 LLC5 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $37,513 |
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Direct payment from the plan; Recordk... | $29,527 |
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 | $51,412 | $69,763-26.3% | $67,502-23.8% | $74,495-31.0% |
| Participation rate | 79.3% | 71.4%+7.9pp | 72.9%+6.4pp | 67.2%+12.1pp |
| Annual return | 14.08% | -40.34%+54.4pp | 3512.12%-3498.0pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,152 | $2,704-20.4% | $2,731-21.2% | $2,623-18.0% |
| Participant deferral / active EE | $7,248 | $3,636+99.3% | $4,000+81.2% | $4,346+66.8% |
| Admin fee / account holder | $254 | $896-71.7% | $3,998-93.6% | $1,942-86.9% |