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 8-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 LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $43,335 |
WHITLEY PENN LLP3 years Service code 10 · EIN 75-2393478 | Accounting | $12,360 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,473 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,450 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,945 | $106,028-10.5% | $146,958-35.4% | $77,643+22.3% |
| Participation rate | 81.0% | 78.4%+2.6pp | 82.2%-1.2pp | 70.6%+10.4pp |
| Annual return | 11.88% | 56.73%-44.9pp | 418.34%-406.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $2,928 | $4,063-27.9% | $4,933-40.6% | $2,726+7.4% |
| Participant deferral / active EE | $8,044 | $7,990+0.7% | $8,070-0.3% | $4,647+73.1% |
| Admin fee / account holder | $121 | $337-64.2% | $12,998-99.1% | $430-71.9% |