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 9-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 26 · EIN 84-4519624 5400 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $15,000 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,184 |
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 | $89,661 | $69,763+28.5% | $67,502+32.8% | $74,495+20.4% |
| Participation rate | 94.4% | 71.4%+23.1pp | 72.9%+21.6pp | 67.2%+27.2pp |
| Annual return | 12.67% | -40.34%+53.0pp | 3512.12%-3499.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $4,021 | $2,704+48.7% | $2,731+47.2% | $2,623+53.3% |
| Participant deferral / active EE | $7,199 | $3,636+98.0% | $4,000+80.0% | $4,346+65.7% |
| Admin fee / account holder | $181 | $896-79.8% | $3,998-95.5% | $1,942-90.7% |