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 Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $53,357 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,178 |
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 | $83,689 | $104,919-20.2% | $116,228-28.0% | $85,563-2.2% |
| Participation rate | 98.9% | 78.6%+20.3pp | 74.6%+24.4pp | 66.0%+32.9pp |
| Annual return | 70.39% | 15.38%+55.0pp | 90.06%-19.7pp | 31.51%+38.9pp |
| Employer contribution / active EE | $3,882 | $3,485+11.4% | $2,994+29.6% | $2,654+46.3% |
| Participant deferral / active EE | $8,327 | $5,306+56.9% | $4,953+68.1% | $4,375+90.3% |
| Admin fee / account holder | $287 | $429-33.1% | $11,989-97.6% | $834-65.6% |