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 LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $40,523 |
AT RETIREMENT SERVICE, LLC3 years Service code 12 · EIN 83-3455979 | Direct payment from the plan; Recordk... | $36,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,653 | $60,323+27.1% | $81,812-6.3% | $74,495+2.9% |
| Participation rate | 67.8% | 62.9%+5.0pp | 72.3%-4.5pp | 67.2%+0.6pp |
| Annual return | 11.15% | 16.90%-5.8pp | 773.79%-762.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,290 | $2,620-50.8% | $2,912-55.7% | $2,623-50.8% |
| Participant deferral / active EE | $4,004 | $3,387+18.2% | $4,319-7.3% | $4,346-7.9% |
| Admin fee / account holder | $379 | $1,486-74.5% | $7,386-94.9% | $1,942-80.5% |