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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $50,235 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $29,991 |
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 | $49,705 | $87,870-43.4% | $113,168-56.1% | $74,304-33.1% |
| Participation rate | 97.0% | 70.7%+26.2pp | 76.6%+20.4pp | 60.3%+36.6pp |
| Annual return | 12.88% | 26.44%-13.6pp | 24.27%-11.4pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,972 | $2,277-13.4% | $2,975-33.7% | $2,241-12.0% |
| Participant deferral / active EE | $4,893 | $4,241+15.4% | $5,107-4.2% | $3,767+29.9% |
| Admin fee / account holder | $164 | $3,368-95.1% | $12,068-98.6% | $2,969-94.5% |