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 Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $37,896 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $20,402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,123 | $84,784-44.4% | $98,439-52.1% | $74,419-36.7% |
| Participation rate | 92.6% | 81.5%+11.0pp | 75.2%+17.4pp | 70.7%+21.8pp |
| Annual return | 15.57% | 20.59%-5.0pp | 21.16%-5.6pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,265 | $3,364-62.4% | $3,048-58.5% | $2,637-52.0% |
| Participant deferral / active EE | $4,679 | $5,218-10.3% | $4,738-1.2% | $4,528+3.3% |
| Admin fee / account holder | $177 | $204-13.6% | $8,948-98.0% | $348-49.2% |