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 4-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 | $221,930 |
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $72,500 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,661 |
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 | $56,745 | $136,853-58.5% | $130,231-56.4% | $80,160-29.2% |
| Participation rate | 94.1% | 81.6%+12.5pp | 76.3%+17.8pp | 72.9%+21.2pp |
| Annual return | 22.74% | 22.66%+0.1pp | 38.77%-16.0pp | 40.38%-17.6pp |
| Employer contribution / active EE | $2,183 | $3,395-35.7% | $4,126-47.1% | $2,978-26.7% |
| Participant deferral / active EE | $5,385 | $5,856-8.0% | $6,799-20.8% | $5,017+7.3% |
| Admin fee / account holder | $108 | $184-41.1% | $6,020-98.2% | $145-25.2% |