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 Service code 27 5454 W 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $84,310 |
LT TRUST COMPANY4 years Filed as: LT TRUST Service code 18 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities brokerage commissions and ... | $7,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,156-100.0% | $185,823-100.0% | $79,386-100.0% |
| Participation rate | 0.0% | 66.6%-66.6pp | 81.7%-81.7pp | 70.7%-70.7pp |
| Annual return | 14.64% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $5,852 | $2,321+152.2% | $5,167+13.3% | $2,427+141.1% |
| Participant deferral / active EE | $5,727 | $2,789+105.4% | $5,568+2.9% | $4,046+41.6% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |