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 LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $25,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$960 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,096 | $100,923-31.5% | $150,045-54.0% | $74,304-7.0% |
| Participation rate | 84.1% | 70.1%+14.0pp | 82.3%+1.8pp | 60.3%+23.7pp |
| Annual return | 24.29% | 51.77%-27.5pp | 62.55%-38.3pp | 29.43%-5.1pp |
| Employer contribution / active EE | $3,056 | $3,463-11.8% | $4,693-34.9% | $2,241+36.4% |
| Participant deferral / active EE | $6,687 | $6,709-0.3% | $7,997-16.4% | $3,767+77.5% |
| Admin fee / account holder | $116 | $2,767-95.8% | $13,435-99.1% | $2,969-96.1% |