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 5-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,649 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $35,721 |
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 | $47,701 | $83,884-43.1% | $64,056-25.5% | $74,419-35.9% |
| Participation rate | 92.2% | 76.6%+15.6pp | 72.3%+19.9pp | 70.7%+21.5pp |
| Annual return | 19.94% | 16.57%+3.4pp | 33.69%-13.7pp | 34.38%-14.4pp |
| Employer contribution / active EE | $2,124 | $3,084-31.1% | $2,747-22.7% | $2,637-19.5% |
| Participant deferral / active EE | $7,601 | $3,692+105.9% | $3,880+95.9% | $4,528+67.9% |
| Admin fee / account holder | $131 | $196-33.0% | $3,068-95.7% | $348-62.2% |