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 6-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 Service code 27 · EIN 84-4519624 | Advisory (Plan) | $76,428 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,288 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,079 | $100,923-17.7% | $150,045-44.6% | $74,304+11.8% |
| Participation rate | 80.9% | 70.1%+10.8pp | 82.3%-1.4pp | 60.3%+20.5pp |
| Annual return | 17.93% | 51.77%-33.8pp | 62.55%-44.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $5,542 | $3,463+60.0% | $4,693+18.1% | $2,241+147.3% |
| Participant deferral / active EE | $18,689 | $6,709+178.5% | $7,997+133.7% | $3,767+396.1% |
| Admin fee / account holder | $343 | $2,767-87.6% | $13,435-97.4% | $2,969-88.5% |