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 5-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 | $103,223 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $61,413 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,713 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,233 | $113,293-50.4% | $67,502-16.7% | $199,593-71.8% |
| Participation rate | 90.3% | 73.3%+17.0pp | 72.9%+17.5pp | 72.0%+18.4pp |
| Annual return | 155.79% | 15.88%+139.9pp | 3512.12%-3356.3pp | 34.25%+121.5pp |
| Employer contribution / active EE | $1,922 | $3,401-43.5% | $2,731-29.6% | $3,034-36.6% |
| Participant deferral / active EE | $6,077 | $4,159+46.1% | $4,000+51.9% | $5,087+19.5% |
| Admin fee / account holder | $105 | $103+2.2% | $3,998-97.4% | $269-61.0% |