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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,042,768 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PALNNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $69,525 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,389 | $53,531+147.3% | $86,188+53.6% | $96,393+37.3% |
| Participation rate | 40.1% | 53.4%-13.3pp | 69.0%-28.8pp | 71.3%-31.2pp |
| Annual return | 15.16% | 20.51%-5.4pp | 1168.45%-1153.3pp | 22.88%-7.7pp |
| Employer contribution / active EE | $384 | $1,158-66.9% | $2,380-83.9% | $3,238-88.1% |
| Participant deferral / active EE | $2,142 | $1,965+9.0% | $3,985-46.3% | $5,455-60.7% |
| Admin fee / account holder | $155 | $55+179.6% | $6,852-97.7% | $74+109.8% |