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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $50,089 |
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Custodial (other than securities); Re... | $21,686 |
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 | $33,943 | $91,762-63.0% | $67,502-49.7% | $77,643-56.3% |
| Participation rate | 90.1% | 75.9%+14.2pp | 72.9%+17.2pp | 70.6%+19.5pp |
| Annual return | 13.26% | 14.87%-1.6pp | 3512.12%-3498.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,350 | $3,903+37.0% | $4,000+33.7% | $4,647+15.1% |
| Admin fee / account holder | $146 | $176-17.3% | $3,998-96.4% | $430-66.2% |