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 LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,947 |
APRIO LLP5 years Service code 10 · EIN 57-1157523 | Accounting | $12,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,859 | $109,881+18.2% | $150,045-13.5% | $84,808+53.1% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 13.87% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,156 | $3,561-11.4% | $4,693-32.8% | $2,631+19.9% |
| Participant deferral / active EE | $10,248 | $6,636+54.4% | $7,997+28.2% | $4,212+143.3% |
| Admin fee / account holder | $261 | $8,568-97.0% | $13,435-98.1% | $7,344-96.4% |