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 9-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 LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $52,243 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,057 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,567 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,995 | $79,171-11.6% | $102,423-31.7% | $74,495-6.0% |
| Participation rate | 92.5% | 74.8%+17.7pp | 76.5%+16.0pp | 67.2%+25.3pp |
| Annual return | 14.97% | 54.93%-40.0pp | 29.32%-14.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $22,059 | $4,415+399.6% | $5,053+336.6% | $4,346+407.6% |
| Admin fee / account holder | $506 | $2,001-74.7% | $9,451-94.6% | $1,942-73.9% |