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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $18,303 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 12 · EIN 62-0951563 | Participant loan processing; Recordke... | $6,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,132 | $64,839-21.1% | $95,585-46.5% | $84,808-39.7% |
| Participation rate | 89.4% | 63.8%+25.6pp | 72.1%+17.3pp | 68.3%+21.1pp |
| Annual return | 30.22% | -670.96%+701.2pp | 38.56%-8.3pp | 40.90%-10.7pp |
| Employer contribution / active EE | $2,169 | $1,759+23.3% | $2,527-14.2% | $2,631-17.6% |
| Participant deferral / active EE | $3,892 | $2,965+31.3% | $4,023-3.2% | $4,212-7.6% |
| Admin fee / account holder | $224 | $5,964-96.2% | $6,127-96.3% | $7,344-96.9% |