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 HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,843 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,436 |
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 | $50,933 | $78,485-35.1% | $106,213-52.0% | $74,495-31.6% |
| Participation rate | 80.3% | 72.8%+7.5pp | 75.3%+5.0pp | 67.2%+13.1pp |
| Annual return | 13.81% | 15.95%-2.1pp | 116.14%-102.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,356 | $2,523-46.2% | $3,171-57.2% | $2,623-48.3% |
| Participant deferral / active EE | $5,216 | $4,322+20.7% | $5,016+4.0% | $4,346+20.0% |
| Admin fee / account holder | $243 | $2,232-89.1% | $11,033-97.8% | $1,942-87.5% |