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 10-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) | $26,846 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,061 | $64,768-52.0% | $76,190-59.2% | $77,643-60.0% |
| Participation rate | 67.9% | 72.6%-4.7pp | 79.3%-11.3pp | 70.6%-2.6pp |
| Annual return | 14.73% | 13.90%+0.8pp | 13.78%+1.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $871 | $2,747-68.3% | $4,578-81.0% | $2,726-68.0% |
| Participant deferral / active EE | $1,746 | $3,709-52.9% | $5,474-68.1% | $4,647-62.4% |
| Admin fee / account holder | $173 | $1,025-83.1% | $5,123-96.6% | $430-59.7% |