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 9-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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 16 · EIN 84-4519624 | Consulting | $28,353 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,695 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,982 | $79,700+169.7% | $153,485+40.1% | $74,495+188.6% |
| Participation rate | 96.1% | 69.8%+26.2pp | 77.1%+19.0pp | 67.2%+28.9pp |
| Annual return | 13.65% | 15.07%-1.4pp | 15.65%-2.0pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $7,207 | $4,016+79.4% | $5,039+43.0% | $2,623+174.8% |
| Participant deferral / active EE | $10,324 | $5,315+94.2% | $6,757+52.8% | $4,346+137.6% |
| Admin fee / account holder | $247 | $1,790-86.2% | $12,724-98.1% | $1,942-87.3% |