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 LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 5454 W 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $32,611 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $32,369 |
CHARLES SCHWAB & CO., INC.4 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,678 | $91,762-70.9% | $67,502-60.5% | $77,643-65.6% |
| Participation rate | 98.4% | 75.9%+22.5pp | 72.9%+25.5pp | 70.6%+27.8pp |
| Annual return | 12.37% | 14.87%-2.5pp | 3512.12%-3499.8pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,518 | $3,181-52.3% | $2,731-44.4% | $2,726-44.3% |
| Participant deferral / active EE | $3,240 | $3,903-17.0% | $4,000-19.0% | $4,647-30.3% |
| Admin fee / account holder | $155 | $176-11.9% | $3,998-96.1% | $430-64.0% |