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 8-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 | $78,941 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $36,115 |
BALDWIN & BALDWIN PLLC2 years Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $18,938 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,517 |
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 | $66,152 | $108,719-39.2% | $101,326-34.7% | $85,563-22.7% |
| Participation rate | 81.5% | 80.9%+0.6pp | 81.5%0pp | 66.0%+15.5pp |
| Annual return | 20.92% | 20.95%0pp | 36.82%-15.9pp | 31.51%-10.6pp |
| Employer contribution / active EE | $1,996 | $3,114-35.9% | $3,665-45.6% | $2,654-24.8% |
| Participant deferral / active EE | $10,752 | $8,545+25.8% | $7,994+34.5% | $4,375+145.7% |
| Admin fee / account holder | $323 | $685-52.8% | $11,185-97.1% | $834-61.3% |