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 6-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 06-1050034 | Contract Administrator | $128,646 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 16 · EIN 84-4519624 | Consulting | $27,372 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 16 · EIN 20-8874282 | Consulting | $25,390 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,938 | $130,141-85.4% | $86,677-78.2% | $77,904-75.7% |
| Participation rate | 77.3% | 85.9%-8.7pp | 76.6%+0.7pp | 73.7%+3.6pp |
| Annual return | -18.96% | -12.75%-6.2pp | 35.91%-54.9pp | 12.21%-31.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,836-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $4,238 | $5,757-26.4% | $4,656-9.0% | $4,806-11.8% |
| Admin fee / account holder | $65 | $132-51.0% | $7,493-99.1% | $133-51.3% |