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 42-0127290 | Contract Administrator | $140,769 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $31,638 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $28,586 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,836 | $95,388-67.7% | $125,339-75.4% | $77,904-60.4% |
| Participation rate | 73.1% | 78.6%-5.5pp | 82.4%-9.3pp | 73.7%-0.6pp |
| Annual return | -15.37% | 116.19%-131.6pp | 572.05%-587.4pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,903 | $3,666-48.1% | $4,814-60.5% | $2,848-33.2% |
| Participant deferral / active EE | $4,144 | $7,711-46.3% | $7,446-44.4% | $4,806-13.8% |
| Admin fee / account holder | $146 | $119+22.5% | $10,010-98.5% | $133+9.8% |