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 | $109,653 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $53,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,368 | $113,293-15.8% | $67,502+41.3% | $199,593-52.2% |
| Participation rate | 96.2% | 73.3%+22.9pp | 72.9%+23.3pp | 72.0%+24.2pp |
| Annual return | 17.82% | 15.88%+1.9pp | 3512.12%-3494.3pp | 34.25%-16.4pp |
| Employer contribution / active EE | $3,216 | $3,401-5.4% | $2,731+17.8% | $3,034+6.0% |
| Participant deferral / active EE | $10,962 | $4,159+163.6% | $4,000+174.1% | $5,087+115.5% |
| Admin fee / account holder | $53 | $103-48.3% | $3,998-98.7% | $269-80.3% |