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 LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $37,023 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $8,741 |
ASCENSUS LLC3 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 | $43,335 | $106,028-59.1% | $146,958-70.5% | $77,643-44.2% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.8pp |
| Annual return | 27.35% | 56.73%-29.4pp | 418.34%-391.0pp | 31.24%-3.9pp |
| Employer contribution / active EE | $1,962 | $4,063-51.7% | $4,933-60.2% | $2,726-28.0% |
| Participant deferral / active EE | $7,653 | $7,990-4.2% | $8,070-5.2% | $4,647+64.7% |
| Admin fee / account holder | $16 | $337-95.3% | $12,998-99.9% | $430-96.3% |