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 LLC2 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $32,748 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 | Other Services | $6,089 |
ASCENSUS LLC2 years 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 | $38,940 | $95,274-59.1% | $135,903-71.3% | $74,419-47.7% |
| Participation rate | 97.4% | 78.2%+19.3pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 28.38% | 32.77%-4.4pp | 68.23%-39.8pp | 34.38%-6.0pp |
| Employer contribution / active EE | $2,435 | $3,874-37.1% | $4,856-49.9% | $2,637-7.7% |
| Participant deferral / active EE | $7,647 | $7,782-1.7% | $7,758-1.4% | $4,528+68.9% |
| Admin fee / account holder | $19 | $266-93.0% | $10,762-99.8% | $348-94.6% |