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 8-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 Filed as: CREATIVE PLANNING INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $36,674 |
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 | Participant loan processing; Recordke... | $15,523 |
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 | $52,442 | $102,382-48.8% | $147,005-64.3% | $80,874-35.2% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 17.81% | 134.89%-117.1pp | 418.76%-401.0pp | 35.62%-17.8pp |
| Employer contribution / active EE | $6,273 | $3,715+68.8% | $4,934+27.1% | $2,756+127.6% |
| Participant deferral / active EE | $12,866 | $6,646+93.6% | $8,070+59.4% | $4,297+199.4% |
| Admin fee / account holder | $362 | $7,942-95.4% | $13,006-97.2% | $6,935-94.8% |