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 LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $38,161 |
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Claims processing; Custodial (other t... | $17,274 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,651 | $79,171+0.6% | $102,423-22.2% | $74,495+6.9% |
| Participation rate | 58.8% | 74.8%-16.0pp | 76.5%-17.7pp | 67.2%-8.4pp |
| Annual return | 9.62% | 54.93%-45.3pp | 29.32%-19.7pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $1,487 | $2,362-37.1% | $3,023-50.8% | $2,623-43.3% |
| Participant deferral / active EE | $4,865 | $4,415+10.2% | $5,053-3.7% | $4,346+11.9% |
| Admin fee / account holder | $447 | $2,001-77.7% | $9,451-95.3% | $1,942-77.0% |