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 LLC3+ years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $94,158 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $61,174 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,974 | $113,293-78.8% | $67,502-64.5% | $199,593-88.0% |
| Participation rate | 40.7% | 73.3%-32.6pp | 72.9%-32.2pp | 72.0%-31.3pp |
| Annual return | 25.96% | 15.88%+10.1pp | 3512.12%-3486.2pp | 34.25%-8.3pp |
| Employer contribution / active EE | $1,019 | $3,401-70.0% | $2,731-62.7% | $3,034-66.4% |
| Participant deferral / active EE | $2,294 | $4,159-44.8% | $4,000-42.6% | $5,087-54.9% |
| Admin fee / account holder | $217 | $103+111.6% | $3,998-94.6% | $269-19.3% |