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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $436,470 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $83,333 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $62,898 |
Service code 99 · EIN 20-8874282 | Other Fees | $16,667 |
401(K) ADVISORS INC1 year Filed as: C&P ADVISORS, LLC Service code 10 · EIN 34-1322309 | Accounting | $15,900 |
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 | $103,479 | $63,321+63.4% | $68,791+50.4% | $77,904+32.8% |
| Participation rate | 93.9% | 71.1%+22.8pp | 69.0%+24.9pp | 73.7%+20.3pp |
| Annual return | -16.45% | -6.50%-10.0pp | -6.38%-10.1pp | 12.21%-28.7pp |
| Employer contribution / active EE | $5,576 | $2,794+99.6% | $2,655+110.0% | $2,848+95.8% |
| Participant deferral / active EE | $8,693 | $4,029+115.7% | $3,941+120.6% | $4,806+80.9% |
| Admin fee / account holder | $183 | $104+75.9% | $4,932-96.3% | $133+38.4% |