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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $88,452 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $57,667 |
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 | $222,649 | $131,799+68.9% | $200,582+11.0% | $85,563+160.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 18.29% | 21.59%-3.3pp | 42.33%-24.0pp | 31.51%-13.2pp |
| Employer contribution / active EE | $6,217 | $4,532+37.2% | $6,419-3.1% | $2,654+134.3% |
| Participant deferral / active EE | $13,041 | $7,702+69.3% | $9,331+39.8% | $4,375+198.1% |
| Admin fee / account holder | $429 | $235+82.6% | $16,305-97.4% | $834-48.5% |