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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $151,274 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,938 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 16 · EIN 84-4519624 | Consulting | $75,000 |
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 | $197,401 | $119,446+65.3% | $150,045+31.6% | $85,563+130.7% |
| Participation rate | 88.4% | 75.4%+13.0pp | 82.3%+6.1pp | 66.0%+22.4pp |
| Annual return | 16.23% | 23.72%-7.5pp | 62.55%-46.3pp | 31.51%-15.3pp |
| Employer contribution / active EE | $8,083 | $4,078+98.2% | $4,693+72.2% | $2,654+204.6% |
| Participant deferral / active EE | $14,303 | $7,985+79.1% | $7,997+78.9% | $4,375+226.9% |
| Admin fee / account holder | $195 | $548-64.5% | $13,435-98.6% | $834-76.7% |