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 8-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 | $22,232 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $16,529 |
MRPR GROUP PC1 year Filed as: MRPR CPA'S AND ADVISORS Service code 10 · EIN 38-2141969 | Accounting | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,098 | $88,360-36.5% | $145,433-61.4% | $67,986-17.5% |
| Participation rate | 75.3% | 65.5%+9.8pp | 82.1%-6.8pp | 57.2%+18.1pp |
| Annual return | 19.29% | 63.15%-43.9pp | 66.58%-47.3pp | 31.67%-12.4pp |
| Employer contribution / active EE | $2,236 | $3,054-26.8% | $4,554-50.9% | $2,019+10.8% |
| Participant deferral / active EE | $6,845 | $5,932+15.4% | $7,897-13.3% | $3,358+103.8% |
| Admin fee / account holder | $339 | $3,313-89.8% | $13,129-97.4% | $3,203-89.4% |