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 9-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 |
|---|---|---|
Service code 12 · EIN 83-3455979 | Direct payment from the plan; Partici... | $11,492 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $8,607 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,508 | $63,745-86.7% | $98,442-91.4% | $79,386-89.3% |
| Participation rate | 82.9% | 69.9%+13.1pp | 73.3%+9.6pp | 70.7%+12.2pp |
| Annual return | 16.12% | 625.80%-609.7pp | 1492.73%-1476.6pp | 116.85%-100.7pp |
| Employer contribution / active EE | $1,114 | $2,557-56.4% | $2,960-62.4% | $2,427-54.1% |
| Participant deferral / active EE | $1,597 | $3,303-51.6% | $4,276-62.6% | $4,046-60.5% |
| Admin fee / account holder | $82 | $516-84.2% | $5,949-98.6% | $626-87.0% |