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 LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 84-4519624 5400 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $34,407 |
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $21,719 |
KISTLER-TIFFANY ADVISORS7 years Filed as: KISTLER TIFFANY ADVISORS Service code 26 · EIN 84-4519624 920 CASSATT ROAD · BERWYN, PA 19312 | Advisory (Participants) | $10,683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,803 | $101,317+18.2% | $146,958-18.5% | $74,495+60.8% |
| Participation rate | 78.2% | 75.5%+2.7pp | 82.2%-3.9pp | 67.2%+11.0pp |
| Annual return | 23.44% | 8730.91%-8707.5pp | 418.34%-394.9pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $1,016 | $3,810-73.3% | $4,933-79.4% | $2,623-61.2% |
| Participant deferral / active EE | $7,802 | $7,303+6.8% | $8,070-3.3% | $4,346+79.5% |
| Admin fee / account holder | $418 | $1,739-76.0% | $12,998-96.8% | $1,942-78.5% |