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 | $119,449 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 13 · EIN 84-4519624 | Contract Administrator | $20,833 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $12,500 |
Filed as: LOCKTON INVESTMENT ADVIS Service code 27 · EIN 20-3354970 | Advisory (Plan) | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,878 | $130,141-52.5% | $86,677-28.6% | $77,904-20.6% |
| Participation rate | 98.2% | 85.9%+12.2pp | 76.6%+21.6pp | 73.7%+24.5pp |
| Annual return | -14.65% | -12.75%-1.9pp | 35.91%-50.6pp | 12.21%-26.9pp |
| Employer contribution / active EE | $2,970 | $3,220-7.8% | $2,836+4.7% | $2,848+4.3% |
| Participant deferral / active EE | $5,845 | $5,757+1.5% | $4,656+25.5% | $4,806+21.6% |
| Admin fee / account holder | $121 | $132-7.8% | $7,493-98.4% | $133-8.4% |