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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $186,933 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $48,563 |
Filed as: BERNARD ROBINSON & COMPANY, L.L.P. Service code 10 PO BOX 19608 · GREENSBORO, NC 27419 | Accounting | $13,000 |
Service code 99 · EIN 20-8874282 | Other Fees | $10,867 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $30,195 | $72,254-58.2% | $86,677-65.2% | $64,808-53.4% |
| Participation rate | 89.6% | 80.4%+9.2pp | 76.6%+13.0pp | 71.5%+18.1pp |
| Annual return | -15.15% | 392.42%-407.6pp | 35.91%-51.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $486 | $2,393-79.7% | $2,836-82.9% | $2,506-80.6% |
| Participant deferral / active EE | $2,008 | $4,658-56.9% | $4,656-56.9% | $4,310-53.4% |
| Admin fee / account holder | $211 | $174+21.2% | $7,493-97.2% | $188+12.2% |