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 3-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 LLC2+ years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $54,396 |
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $40,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,172 | $105,179-79.9% | $64,056-66.9% | $80,160-73.6% |
| Participation rate | 39.0% | 73.5%-34.5pp | 72.3%-33.3pp | 72.9%-33.9pp |
| Annual return | 35.78% | 20.34%+15.4pp | 33.69%+2.1pp | 40.38%-4.6pp |
| Employer contribution / active EE | $1,074 | $3,311-67.6% | $2,747-60.9% | $2,978-63.9% |
| Participant deferral / active EE | $2,271 | $4,020-43.5% | $3,880-41.5% | $5,017-54.7% |
| Admin fee / account holder | $173 | $113+52.6% | $3,068-94.4% | $145+19.2% |