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 LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $67,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $56,643 |
Filed as: ROBERTSON & ROBERTSON PLLC Service code 10 · EIN 26-1631123 | Accounting | $14,000 |
Filed as: LOCKTON-DUNNING SERIES OF LOCKTON Service code 16 · EIN 20-5846158 | Consulting | $11,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,388 | $106,110+90.7% | $147,005+37.7% | $77,671+160.6% |
| Participation rate | 89.9% | 78.4%+11.5pp | 82.2%+7.7pp | 70.6%+19.3pp |
| Annual return | 18.96% | 56.77%-37.8pp | 418.76%-399.8pp | 31.21%-12.3pp |
| Employer contribution / active EE | $5,038 | $4,065+23.9% | $4,934+2.1% | $2,726+84.8% |
| Participant deferral / active EE | $14,166 | $7,992+77.3% | $8,070+75.5% | $4,648+204.8% |
| Admin fee / account holder | $139 | $338-58.9% | $13,006-98.9% | $430-67.8% |