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 8-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $179,391 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDING CO LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $74,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,131 |
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 | $83,848 | $107,459-22.0% | $135,903-38.3% | $80,160+4.6% |
| Participation rate | 76.0% | 78.0%-2.1pp | 81.9%-6.0pp | 72.9%+3.0pp |
| Annual return | 24.95% | 91.91%-67.0pp | 68.23%-43.3pp | 40.38%-15.4pp |
| Employer contribution / active EE | $3,496 | $3,877-9.8% | $4,856-28.0% | $2,978+17.4% |
| Participant deferral / active EE | $9,630 | $8,195+17.5% | $7,758+24.1% | $5,017+91.9% |
| Admin fee / account holder | $53 | $127-57.9% | $10,762-99.5% | $145-63.2% |