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 | $70,350 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $61,476 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,909 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,750 | $95,274-6.8% | $135,903-34.7% | $74,419+19.3% |
| Participation rate | 92.6% | 78.2%+14.4pp | 81.9%+10.7pp | 70.7%+21.8pp |
| Annual return | 19.58% | 32.77%-13.2pp | 68.23%-48.7pp | 34.38%-14.8pp |
| Employer contribution / active EE | $3,137 | $3,874-19.0% | $4,856-35.4% | $2,637+19.0% |
| Participant deferral / active EE | $6,850 | $7,782-12.0% | $7,758-11.7% | $4,528+51.3% |
| Admin fee / account holder | $128 | $266-51.7% | $10,762-98.8% | $348-63.1% |