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 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $56,262 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,383 |
CLIFTONLARSONALLEN LLP1 year Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $11,025 |
AMERICAN FUNDS1 year Filed as: ADVANCED CORE CONCEPTS LLC DBA ARCT Service code 99 2601 MISSION POINT BLVD STE 300 · BEAVERCREEK, OH 45431 | Other Fees | $3,938 |
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.
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 | $114,321 | $91,407+25.1% | $135,903-15.9% | $71,457+60.0% |
| Participation rate | 85.8% | 75.7%+10.2pp | 81.9%+3.9pp | 67.9%+17.9pp |
| Annual return | 13.22% | 29.90%-16.7pp | 68.23%-55.0pp | 28.85%-15.6pp |
| Employer contribution / active EE | $4,253 | $3,703+14.8% | $4,856-12.4% | $2,588+64.4% |
| Participant deferral / active EE | $10,611 | $7,092+49.6% | $7,758+36.8% | $4,289+147.4% |
| Admin fee / account holder | $406 | $1,266-67.9% | $10,762-96.2% | $1,587-74.4% |