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) | $380,541 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $100,000 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $75,223 |
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 | $114,659 | $70,115+63.5% | $70,515+62.6% | $80,160+43.0% |
| Participation rate | 79.8% | 71.7%+8.2pp | 68.3%+11.5pp | 72.9%+6.9pp |
| Annual return | 20.23% | 134.51%-114.3pp | 32.77%-12.5pp | 40.38%-20.2pp |
| Employer contribution / active EE | $5,093 | $3,021+68.6% | $2,973+71.3% | $2,978+71.0% |
| Participant deferral / active EE | $7,886 | $4,495+75.4% | $4,567+72.7% | $5,017+57.2% |
| Admin fee / account holder | $139 | $112+23.9% | $6,412-97.8% | $145-4.0% |