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 LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,968 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,742 | $91,407+5.8% | $135,903-28.8% | $71,457+35.4% |
| Participation rate | 97.9% | 75.7%+22.3pp | 81.9%+16.0pp | 67.9%+30.0pp |
| Annual return | 19.03% | 29.90%-10.9pp | 68.23%-49.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,432 | $3,703-34.3% | $4,856-49.9% | $2,588-6.0% |
| Participant deferral / active EE | $6,262 | $7,092-11.7% | $7,758-19.3% | $4,289+46.0% |
| Admin fee / account holder | $342 | $1,266-73.0% | $10,762-96.8% | $1,587-78.5% |