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 7-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: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $374,865 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $100,000 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $70,939 |
401(K) ADVISORS INC1 year Filed as: C&P ADVISORS. LLC Service code 99 25201 CHAGRIN BLVD · CLEVELAND, OH 44122 | Other Fees | $34,200 |
Service code 26 · EIN 20-8874282 | Advisory (Participants) | $31,783 |
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 | $110,645 | $81,357+36.0% | $75,972+45.6% | $199,593-44.6% |
| Participation rate | 96.0% | 69.9%+26.1pp | 69.1%+27.0pp | 72.0%+24.1pp |
| Annual return | 25.96% | 16.32%+9.6pp | 359.55%-333.6pp | 34.25%-8.3pp |
| Employer contribution / active EE | $5,770 | $3,341+72.7% | $2,685+114.9% | $3,034+90.2% |
| Participant deferral / active EE | $9,565 | $4,710+103.1% | $4,255+124.8% | $5,087+88.0% |
| Admin fee / account holder | $113 | $144-22.0% | $6,467-98.3% | $269-58.1% |