Filed September 26, 2024
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 | $105,631 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $100,190 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,717 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,193 | $53,136+88.6% | $155,509-35.6% | $199,593-49.8% |
| Participation rate | 96.3% | 64.1%+32.2pp | 78.2%+18.1pp | 72.0%+24.3pp |
| Annual return | 12.75% | 41.15%-28.4pp | 64.67%-51.9pp | 34.25%-21.5pp |
| Employer contribution / active EE | $5,870 | $1,851+217.1% | $4,672+25.6% | $3,034+93.5% |
| Participant deferral / active EE | $6,157 | $3,161+94.8% | $5,626+9.4% | $5,087+21.0% |
| Admin fee / account holder | $78 | $185-57.7% | $15,912-99.5% | $269-70.8% |