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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $391,093 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $75,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,005 |
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 | $38,570 | $112,623-65.8% | $106,213-63.7% | $199,593-80.7% |
| Participation rate | 88.5% | 86.2%+2.2pp | 75.3%+13.2pp | 72.0%+16.5pp |
| Annual return | 14.81% | 15.57%-0.8pp | 116.14%-101.3pp | 34.25%-19.4pp |
| Employer contribution / active EE | $1,920 | $4,575-58.0% | $3,171-39.5% | $3,034-36.7% |
| Participant deferral / active EE | $3,431 | $6,659-48.5% | $5,016-31.6% | $5,087-32.6% |
| Admin fee / account holder | $110 | $107+2.7% | $11,033-99.0% | $269-59.1% |