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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $107,151 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 43-1270780 | Consulting | $80,000 |
LANE POWELL3 years Service code 29 · EIN 20-2071651 | Legal | $15,967 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $91,354 | $99,078-7.8% | $96,544-5.4% | $74,419+22.8% |
| Participation rate | 93.1% | 80.7%+12.4pp | 76.0%+17.1pp | 70.7%+22.3pp |
| Annual return | 15.20% | 22.48%-7.3pp | 25.84%-10.6pp | 34.38%-19.2pp |
| Employer contribution / active EE | $2,119 | $2,570-17.6% | $2,965-28.5% | $2,637-19.7% |
| Participant deferral / active EE | $5,940 | $4,933+20.4% | $4,851+22.5% | $4,528+31.2% |
| Admin fee / account holder | $210 | $225-6.3% | $8,252-97.4% | $348-39.5% |