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 37 · EIN 04-2647786 | Loan Processing | $51,755 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,000 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $10,662 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,521 | $95,274+5.5% | $135,903-26.0% | $74,419+35.1% |
| Participation rate | 95.3% | 78.2%+17.1pp | 81.9%+13.4pp | 70.7%+24.6pp |
| Annual return | 20.46% | 32.77%-12.3pp | 68.23%-47.8pp | 34.38%-13.9pp |
| Employer contribution / active EE | $2,180 | $3,874-43.7% | $4,856-55.1% | $2,637-17.3% |
| Participant deferral / active EE | $9,187 | $7,782+18.1% | $7,758+18.4% | $4,528+102.9% |
| Admin fee / account holder | $183 | $266-31.1% | $10,762-98.3% | $348-47.3% |