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 LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $40,466 |
JPMORGAN INVEST HOLDINGS LLC8 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $21,812 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,424 | $104,919-52.9% | $116,228-57.5% | $85,563-42.2% |
| Participation rate | 92.6% | 78.6%+14.0pp | 74.6%+18.0pp | 66.0%+26.6pp |
| Annual return | 14.95% | 15.38%-0.4pp | 90.06%-75.1pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,421 | $3,485-59.2% | $2,994-52.5% | $2,654-46.5% |
| Participant deferral / active EE | $4,545 | $5,306-14.3% | $4,953-8.2% | $4,375+3.9% |
| Admin fee / account holder | $162 | $429-62.3% | $11,989-98.7% | $834-80.6% |