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 43-1270780 5440 W 110TH STREET · OVERLAND, KS 66211 | Advisory (Participants) | $17,995 |
LT TRUST COMPANY2 years Filed as: LT TRUST CO Service code 12 · EIN 61-1607607 1675 BROADWAY · DENVER, CO 80202 | Recordkeeping fees; Direct payment fr... | $8,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,836 | $35,986+21.8% | $77,482-43.4% | $73,488-40.4% |
| Participation rate | 45.5% | 40.8%+4.7pp | 54.2%-8.7pp | 70.7%-25.2pp |
| Annual return | 12.09% | 19.26%-7.2pp | 54.79%-42.7pp | 28.51%-16.4pp |
| Employer contribution / active EE | $86 | $557-84.6% | $986-91.3% | $2,270-96.2% |
| Participant deferral / active EE | $858 | $1,198-28.4% | $1,861-53.9% | $3,740-77.1% |
| Admin fee / account holder | $267 | $466-42.6% | $2,858-90.6% | $513-47.9% |