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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,594 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $50,467 |
Service code 29 · EIN 31-0570030 | Legal | $14,669 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,157 | $88,083-10.1% | $164,813-52.0% | $74,495+6.3% |
| Participation rate | 78.7% | 73.0%+5.7pp | 78.6%+0.1pp | 67.2%+11.5pp |
| Annual return | 11.50% | 17.26%-5.8pp | 69.93%-58.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,679 | $2,593-35.2% | $4,341-61.3% | $2,623-36.0% |
| Participant deferral / active EE | $7,680 | $4,498+70.8% | $6,031+27.3% | $4,346+76.7% |
| Admin fee / account holder | $229 | $2,234-89.7% | $12,690-98.2% | $1,942-88.2% |