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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $29,381 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 5454 W 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $25,173 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,675 | $83,884-74.2% | $64,056-66.2% | $74,419-70.9% |
| Participation rate | 97.2% | 76.6%+20.6pp | 72.3%+24.9pp | 70.7%+26.5pp |
| Annual return | 17.93% | 16.57%+1.4pp | 33.69%-15.8pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,330 | $3,084-56.9% | $2,747-51.6% | $2,637-49.6% |
| Participant deferral / active EE | $2,764 | $3,692-25.1% | $3,880-28.8% | $4,528-39.0% |
| Admin fee / account holder | $129 | $196-34.4% | $3,068-95.8% | $348-63.0% |