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 LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 5454 W. 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $18,949 |
Filed as: MESIROW FINANCIAL Service code 26 · EIN 36-3429599 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $16,945 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,618 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,396 | $82,917-36.8% | $103,333-49.3% | $77,643-32.5% |
| Participation rate | 93.1% | 71.6%+21.6pp | 74.5%+18.6pp | 70.6%+22.5pp |
| Annual return | 14.67% | 19.13%-4.5pp | 24.88%-10.2pp | 31.24%-16.6pp |
| Employer contribution / active EE | $317 | $3,552-91.1% | $3,868-91.8% | $2,726-88.4% |
| Participant deferral / active EE | $5,993 | $4,108+45.9% | $5,057+18.5% | $4,647+29.0% |
| Admin fee / account holder | $371 | $638-41.9% | $8,355-95.6% | $430-13.9% |