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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $42,860 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $40,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,603 | $50,815-2.4% | $155,509-68.1% | $77,643-36.1% |
| Participation rate | 60.3% | 63.1%-2.8pp | 78.2%-17.9pp | 70.6%-10.3pp |
| Annual return | 15.20% | 34.80%-19.6pp | 64.67%-49.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,115 | $1,993+6.1% | $4,672-54.7% | $2,726-22.4% |
| Participant deferral / active EE | $4,298 | $2,822+52.3% | $5,626-23.6% | $4,647-7.5% |
| Admin fee / account holder | $325 | $437-25.6% | $15,912-98.0% | $430-24.5% |