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 8-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 | $129,254 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $41,397 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,479 | $81,357-88.3% | $75,972-87.5% | $199,593-95.3% |
| Participation rate | 73.0% | 69.9%+3.1pp | 69.1%+4.0pp | 72.0%+1.0pp |
| Annual return | 13.18% | 16.32%-3.1pp | 359.55%-346.4pp | 34.25%-21.1pp |
| Employer contribution / active EE | $409 | $3,341-87.7% | $2,685-84.8% | $3,034-86.5% |
| Participant deferral / active EE | $1,845 | $4,710-60.8% | $4,255-56.6% | $5,087-63.7% |
| Admin fee / account holder | $103 | $144-29.0% | $6,467-98.4% | $269-61.9% |