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 04-2654524 | Advisory (Plan) | $50,372 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,505 |
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 | $48,963 | $106,110-53.9% | $147,005-66.7% | $77,671-37.0% |
| Participation rate | 78.3% | 78.4%-0.1pp | 82.2%-3.8pp | 70.6%+7.7pp |
| Annual return | 143.16% | 56.77%+86.4pp | 418.76%-275.6pp | 31.21%+112.0pp |
| Employer contribution / active EE | $1,507 | $4,065-62.9% | $4,934-69.4% | $2,726-44.7% |
| Participant deferral / active EE | $6,919 | $7,992-13.4% | $8,070-14.3% | $4,648+48.9% |
| Admin fee / account holder | $125 | $338-63.1% | $13,006-99.0% | $430-71.0% |