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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $26,019 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $13,200 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $11,775 |
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 | $58,553 | $59,417-1.5% | $93,606-37.4% | $74,495-21.4% |
| Participation rate | 82.8% | 59.7%+23.1pp | 68.7%+14.1pp | 67.2%+15.6pp |
| Annual return | 15.34% | 81.83%-66.5pp | 133.20%-117.9pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $732 | $1,264-42.0% | $2,420-69.7% | $2,623-72.1% |
| Participant deferral / active EE | $7,173 | $3,050+135.2% | $4,411+62.6% | $4,346+65.1% |
| Admin fee / account holder | $206 | $3,021-93.2% | $8,285-97.5% | $1,942-89.4% |