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 | $106,028-53.8% | $146,958-66.7% | $77,643-36.9% |
| Participation rate | 78.3% | 78.4%-0.1pp | 82.2%-3.8pp | 70.6%+7.7pp |
| Annual return | 143.16% | 56.73%+86.4pp | 418.34%-275.2pp | 31.24%+111.9pp |
| Employer contribution / active EE | $1,507 | $4,063-62.9% | $4,933-69.4% | $2,726-44.7% |
| Participant deferral / active EE | $6,919 | $7,990-13.4% | $8,070-14.3% | $4,647+48.9% |
| Admin fee / account holder | $125 | $337-63.0% | $12,998-99.0% | $430-71.0% |