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 LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $30,709 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 · EIN 11-3665754 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $17,425 |
KASASA LTD1 year Service code 99 · EIN 20-4116110 | Other Fees | $13,071 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,172 | $101,317-36.7% | $146,958-56.3% | $74,495-13.9% |
| Participation rate | 88.4% | 75.5%+12.9pp | 82.2%+6.3pp | 67.2%+21.2pp |
| Annual return | 12.90% | 8730.91%-8718.0pp | 418.34%-405.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,040 | $3,810-72.7% | $4,933-78.9% | $2,623-60.4% |
| Participant deferral / active EE | $6,976 | $7,303-4.5% | $8,070-13.6% | $4,346+60.5% |
| Admin fee / account holder | $111 | $1,739-93.6% | $12,998-99.1% | $1,942-94.3% |