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, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $33,978 |
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 | Other insurance wrap fees; Custodial ... | $13,214 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,395 | $76,050+0.5% | $96,544-20.9% | $71,457+6.9% |
| Participation rate | 62.3% | 74.4%-12.1pp | 76.0%-13.7pp | 67.9%-5.7pp |
| Annual return | 15.49% | 22.81%-7.3pp | 25.84%-10.3pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,392 | $2,244-38.0% | $2,965-53.1% | $2,588-46.2% |
| Participant deferral / active EE | $4,748 | $4,215+12.6% | $4,851-2.1% | $4,289+10.7% |
| Admin fee / account holder | $372 | $2,707-86.3% | $8,252-95.5% | $1,587-76.6% |