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 | $75,640 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $20,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,265 | $45,031-8.4% | $85,009-51.5% | $77,671-46.9% |
| Participation rate | 41.4% | 48.7%-7.2pp | 67.5%-26.1pp | 70.6%-29.1pp |
| Annual return | 16.95% | 79.22%-62.3pp | 66.47%-49.5pp | 31.21%-14.3pp |
| Employer contribution / active EE | $1,358 | $1,609-15.6% | $2,728-50.2% | $2,726-50.2% |
| Participant deferral / active EE | $3,546 | $2,807+26.3% | $4,522-21.6% | $4,648-23.7% |
| Admin fee / account holder | $178 | $912-80.4% | $6,153-97.1% | $430-58.5% |