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 |
|---|---|---|
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 | Claims processing; Recordkeeping fees... | $65,937 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $27,839 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,231 | $42,353-78.2% | $79,550-88.4% | $64,808-85.8% |
| Participation rate | 95.7% | 64.8%+30.9pp | 69.5%+26.2pp | 71.5%+24.2pp |
| Annual return | -17.07% | -12.24%-4.8pp | 0.16%-17.2pp | 32.82%-49.9pp |
| Employer contribution / active EE | $895 | $1,181-24.2% | $2,413-62.9% | $2,506-64.3% |
| Participant deferral / active EE | $2,486 | $3,170-21.6% | $3,985-37.6% | $4,310-42.3% |
| Admin fee / account holder | $122 | $160-23.7% | $6,832-98.2% | $188-35.1% |