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 Filed as: CREATIVE PLANNING Service code 26 · EIN 84-4519624 5400 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $51,422 |
PAYCHEX, INC.11+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $29,753 |
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 | $145,754 | $100,923+44.4% | $150,045-2.9% | $74,304+96.2% |
| Participation rate | 85.5% | 70.1%+15.4pp | 82.3%+3.2pp | 60.3%+25.1pp |
| Annual return | 24.47% | 51.77%-27.3pp | 62.55%-38.1pp | 29.43%-5.0pp |
| Employer contribution / active EE | $1,382 | $3,463-60.1% | $4,693-70.6% | $2,241-38.3% |
| Participant deferral / active EE | $10,407 | $6,709+55.1% | $7,997+30.1% | $3,767+176.2% |
| Admin fee / account holder | $513 | $2,767-81.4% | $13,435-96.2% | $2,969-82.7% |