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 LLC4 years Filed as: CREATIVE PLANNING, LLC Service code 27 5454 W 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $38,939 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $36,214 |
CHARLES SCHWAB & CO., INC.5 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 | $28,578 | $96,018-70.2% | $65,493-56.4% | $85,563-66.6% |
| Participation rate | 93.2% | 74.8%+18.4pp | 73.1%+20.1pp | 66.0%+27.2pp |
| Annual return | 18.94% | 14.51%+4.4pp | 982.45%-963.5pp | 31.51%-12.6pp |
| Employer contribution / active EE | $1,188 | $3,235-63.3% | $2,574-53.8% | $2,654-55.2% |
| Participant deferral / active EE | $2,553 | $4,055-37.0% | $3,961-35.6% | $4,375-41.7% |
| Admin fee / account holder | $155 | $271-42.9% | $5,028-96.9% | $834-81.5% |