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 Filed as: CREATIVE PLANNING, LLC Service code 27 5454 W 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $40,737 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $15,471 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,612 | $87,870-12.8% | $113,168-32.3% | $74,304+3.1% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 18.57% | 26.44%-7.9pp | 24.27%-5.7pp | 29.43%-10.9pp |
| Employer contribution / active EE | $2,304 | $2,277+1.2% | $2,975-22.6% | $2,241+2.8% |
| Participant deferral / active EE | $5,885 | $4,241+38.8% | $5,107+15.2% | $3,767+56.2% |
| Admin fee / account holder | $426 | $3,368-87.4% | $12,068-96.5% | $2,969-85.7% |