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 |
|---|---|---|
CHANGE PATH LLC3 years Filed as: CREATIVEONE WEALTH. LLC Service code 99 | Other Fees | $26,332 |
CHANGE PATH LLC3 years Filed as: CREATIVEONE WEALTH, LLC Service code 99 · EIN 47-4106390 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,039 | $58,923+8.7% | $97,167-34.1% | $74,546-14.1% |
| Participation rate | 93.5% | 63.6%+29.9pp | 72.7%+20.8pp | 67.2%+26.3pp |
| Annual return | 18.26% | 16.04%+2.2pp | 75.27%-57.0pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $1,976 | $1,894+4.3% | $2,729-27.6% | $2,624-24.7% |
| Participant deferral / active EE | $5,702 | $3,664+55.6% | $4,264+33.7% | $4,347+31.2% |
| Admin fee / account holder | $15 | $1,974-99.3% | $5,650-99.7% | $1,944-99.2% |