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 37 · EIN 04-2647786 | Loan Processing | $60,007 |
Filed as: NEWFRONT Service code 27 · EIN 80-0833114 | Advisory (Plan) | $40,108 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $35,000 |
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 | $95,824 | $45,031+112.8% | $84,966+12.8% | $77,643+23.4% |
| Participation rate | 96.9% | 48.7%+48.2pp | 67.5%+29.4pp | 70.6%+26.4pp |
| Annual return | 21.49% | 79.22%-57.7pp | 66.38%-44.9pp | 31.24%-9.7pp |
| Employer contribution / active EE | $6,146 | $1,609+281.9% | $2,727+125.4% | $2,726+125.5% |
| Participant deferral / active EE | $23,536 | $2,807+738.4% | $4,519+420.8% | $4,647+406.5% |
| Admin fee / account holder | $105 | $912-88.5% | $6,149-98.3% | $430-75.5% |