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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,678 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $13,175 |
IRON-CO-FID-COMPREHENSIVE7+ years Filed as: IRON HOLDINGS LLC Service code 27 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Plan) | $2,462 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,842 | $105,181+178.4% | $159,436+83.7% | $85,850+241.1% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.8%+6.6pp | 69.3%+20.1pp |
| Annual return | 13.81% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $4,640 | $3,318+39.8% | $4,829-3.9% | $2,565+80.9% |
| Participant deferral / active EE | $10,101 | $5,945+69.9% | $7,352+37.4% | $3,952+155.6% |
| Admin fee / account holder | $196 | $6,933-97.2% | $10,799-98.2% | $6,260-96.9% |