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 | $36,952 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $25,625 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $108,549-100.0% | $156,263-100.0% | $85,563-100.0% |
| Participation rate | 99.8% | 77.1%+22.7pp | 78.9%+20.9pp | 66.0%+33.8pp |
| Annual return | -95.36% | 21.79%-117.1pp | 59.47%-154.8pp | 31.51%-126.9pp |
| Employer contribution / active EE | $1,507 | $2,690-44.0% | $4,333-65.2% | $2,654-43.2% |
| Participant deferral / active EE | $2,519 | $4,800-47.5% | $6,158-59.1% | $4,375-42.4% |
| Admin fee / account holder | $139 | $650-78.6% | $14,255-99.0% | $834-83.3% |