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 LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $49,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,660 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,018 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,053 | $26,114+264.0% | $58,482+62.5% | $74,419+27.7% |
| Participation rate | 75.7% | 32.1%+43.6pp | 50.9%+24.8pp | 70.7%+5.0pp |
| Annual return | 16.14% | 32.51%-16.4pp | 4239.32%-4223.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $3,512 | $536+555.9% | $1,053+233.5% | $2,637+33.2% |
| Participant deferral / active EE | $8,619 | $1,075+702.0% | $1,924+348.0% | $4,528+90.3% |
| Admin fee / account holder | $115 | $649-82.3% | $2,516-95.4% | $348-67.0% |