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, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $28,690 |
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 | Recordkeeping and information managem... | $24,882 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,835 | $82,202-66.1% | $125,339-77.8% | $64,808-57.0% |
| Participation rate | 88.2% | 77.9%+10.4pp | 82.4%+5.9pp | 71.5%+16.8pp |
| Annual return | -16.16% | 3.48%-19.6pp | 572.05%-588.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,318 | $3,615-35.9% | $4,814-51.8% | $2,506-7.5% |
| Participant deferral / active EE | $6,316 | $7,175-12.0% | $7,446-15.2% | $4,310+46.5% |
| Admin fee / account holder | $145 | $163-11.1% | $10,010-98.5% | $188-22.7% |