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 Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $32,324 |
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 | Other insurance wrap fees; Recordkeep... | $13,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,454 | $65,435+1.6% | $86,677-23.3% | $66,914-0.7% |
| Participation rate | 59.6% | 75.5%-15.8pp | 76.6%-16.9pp | 69.8%-10.2pp |
| Annual return | -13.93% | -10.89%-3.0pp | 35.91%-49.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,114 | $2,153-48.3% | $2,836-60.7% | $2,544-56.2% |
| Participant deferral / active EE | $4,017 | $4,100-2.0% | $4,656-13.7% | $4,237-5.2% |
| Admin fee / account holder | $377 | $642-41.2% | $7,493-95.0% | $593-36.4% |