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 LLC1 year Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $22,231 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 | Other Services | $5,477 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 PO BOX 73462 · CHICAGO, IL 60673 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,357 | $82,202-65.5% | $125,339-77.4% | $64,808-56.2% |
| Participation rate | 97.7% | 77.9%+19.8pp | 82.4%+15.3pp | 71.5%+26.2pp |
| Annual return | -17.02% | 3.48%-20.5pp | 572.05%-589.1pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,387 | $3,615-34.0% | $4,814-50.4% | $2,506-4.7% |
| Participant deferral / active EE | $7,414 | $7,175+3.3% | $7,446-0.4% | $4,310+72.0% |
| Admin fee / account holder | $63 | $163-61.5% | $10,010-99.4% | $188-66.5% |