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 INC. Service code 26 · EIN 43-1270780 5440 W 110TH STREET · OVERLAND, KS 66211 | Advisory (Participants) | $38,461 |
AMERICA'S 401K, INC.2 years Filed as: AMERICA'S BEST 401(K) Service code 26 · EIN 47-2843220 17470 N. PACESETTER WAY · SCOTTSDALE, AZ 85255 | Advisory (Participants) | $14,408 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,581 | $80,005-26.8% | $140,016-58.2% | $55,725+5.1% |
| Participation rate | 93.4% | 87.0%+6.4pp | 87.5%+5.9pp | 70.9%+22.6pp |
| Annual return | -7.67% | 0.46%-8.1pp | 651.12%-658.8pp | 244.93%-252.6pp |
| Employer contribution / active EE | $1,435 | $3,403-57.8% | $5,606-74.4% | $2,078-30.9% |
| Participant deferral / active EE | $3,848 | $5,264-26.9% | $6,927-44.4% | $3,356+14.7% |
| Admin fee / account holder | $195 | $116+69.0% | $10,705-98.2% | $115+69.7% |