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 37 · EIN 04-2647786 | Loan Processing | $65,398 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $58,691 |
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 | $72,774 | $82,917-12.2% | $103,333-29.6% | $77,643-6.3% |
| Participation rate | 76.1% | 71.6%+4.6pp | 74.5%+1.6pp | 70.6%+5.5pp |
| Annual return | 13.48% | 19.13%-5.7pp | 24.88%-11.4pp | 31.24%-17.8pp |
| Employer contribution / active EE | $5,194 | $3,552+46.3% | $3,868+34.3% | $2,726+90.6% |
| Participant deferral / active EE | $8,153 | $4,108+98.4% | $5,057+61.2% | $4,647+75.4% |
| Admin fee / account holder | $133 | $638-79.1% | $8,355-98.4% | $430-69.0% |