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 37 · EIN 04-2647786 | Loan Processing | $30,924 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $30,000 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,043 | $84,487+7.8% | $125,339-27.4% | $66,914+36.1% |
| Participation rate | 97.0% | 76.4%+20.6pp | 82.4%+14.6pp | 69.8%+27.2pp |
| Annual return | -15.73% | -8.39%-7.3pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,678 | $3,553-24.6% | $4,814-44.4% | $2,544+5.3% |
| Participant deferral / active EE | $6,731 | $6,781-0.7% | $7,446-9.6% | $4,237+58.9% |
| Admin fee / account holder | $403 | $685-41.1% | $10,010-96.0% | $593-32.0% |