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 LLC8 years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $81,361 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $2,482 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,910 | $131,799-19.6% | $200,582-47.2% | $85,563+23.8% |
| Participation rate | 91.5% | 87.9%+3.6pp | 86.9%+4.7pp | 66.0%+25.6pp |
| Annual return | 16.58% | 21.59%-5.0pp | 42.33%-25.8pp | 31.51%-14.9pp |
| Employer contribution / active EE | $2,587 | $4,532-42.9% | $6,419-59.7% | $2,654-2.5% |
| Participant deferral / active EE | $5,292 | $7,702-31.3% | $9,331-43.3% | $4,375+21.0% |
| Admin fee / account holder | $252 | $235+7.1% | $16,305-98.5% | $834-69.8% |