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 LLC7 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $80,298 |
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Recordkeeping fees; Participant loan ... | $31,161 |
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 | $57,980 | $55,416+4.6% | $75,972-23.7% | $77,643-25.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 12.47% | 17.07%-4.6pp | 359.55%-347.1pp | 31.24%-18.8pp |
| Employer contribution / active EE | $2,172 | $1,788+21.5% | $2,685-19.1% | $2,726-20.3% |
| Participant deferral / active EE | $4,795 | $3,447+39.1% | $4,255+12.7% | $4,647+3.2% |
| Admin fee / account holder | $224 | $414-45.8% | $6,467-96.5% | $430-47.9% |