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 13 · EIN 35-1140070 | Contract Administrator | $108,771 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $24,892 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 38 · EIN 20-3247391 | Participant Communication | $13,489 |
MORNINGSTAR1 year Service code 26 · EIN 36-4317385 | Advisory (Participants) | $1,818 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,212 | $130,141-72.2% | $86,677-58.2% | $77,904-53.5% |
| Participation rate | 97.3% | 85.9%+11.4pp | 76.6%+20.7pp | 73.7%+23.6pp |
| Annual return | -11.47% | -12.75%+1.3pp | 35.91%-47.4pp | 12.21%-23.7pp |
| Employer contribution / active EE | $1,385 | $3,220-57.0% | $2,836-51.2% | $2,848-51.4% |
| Participant deferral / active EE | $2,872 | $5,757-50.1% | $4,656-38.3% | $4,806-40.2% |
| Admin fee / account holder | $79 | $132-40.2% | $7,493-98.9% | $133-40.5% |