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 LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $9,916 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,400 |
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 | $29,988 | $64,480-53.5% | $81,382-63.2% | $80,856-62.9% |
| Participation rate | 95.2% | 63.9%+31.3pp | 69.5%+25.7pp | 67.6%+27.5pp |
| Annual return | 14.12% | 16.34%-2.2pp | 24.73%-10.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,767 | $1,978-10.7% | $2,463-28.2% | $2,755-35.8% |
| Participant deferral / active EE | $4,257 | $3,094+37.6% | $3,883+9.6% | $4,296-0.9% |
| Admin fee / account holder | $79 | $5,671-98.6% | $5,768-98.6% | $6,918-98.9% |