Filed September 26, 2024
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 LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $113,997 |
Service code 37 · EIN 04-2647786 | Loan Processing | $111,983 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,684 |
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 | $87,740 | $50,127+75.0% | $149,673-41.4% | $80,160+9.5% |
| Participation rate | 95.5% | 64.3%+31.2pp | 78.8%+16.7pp | 72.9%+22.6pp |
| Annual return | 43.95% | 29.82%+14.1pp | 134.42%-90.5pp | 40.38%+3.6pp |
| Employer contribution / active EE | $5,832 | $1,865+212.8% | $4,818+21.1% | $2,978+95.9% |
| Participant deferral / active EE | $6,125 | $3,194+91.8% | $5,680+7.8% | $5,017+22.1% |
| Admin fee / account holder | $80 | $153-47.8% | $13,210-99.4% | $145-45.1% |