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 | $100,923-44.4% | $150,045-62.6% | $74,304-24.5% |
| Participation rate | 75.3% | 70.1%+5.2pp | 82.3%-7.0pp | 60.3%+14.9pp |
| Annual return | 19.29% | 51.77%-32.5pp | 62.55%-43.3pp | 29.43%-10.1pp |
| Employer contribution / active EE | $2,236 | $3,463-35.4% | $4,693-52.3% | $2,241-0.2% |
| Participant deferral / active EE | $6,845 | $6,709+2.0% | $7,997-14.4% | $3,767+81.7% |
| Admin fee / account holder | $339 | $2,767-87.8% | $13,435-97.5% | $2,969-88.6% |