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 | $113,044 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $95,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C Service code 10 · EIN 13-5381590 | Accounting | $46,000 |
THOMPSON HINE11+ years Service code 29 · EIN 34-0575300 | Legal | $34,081 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,998 | $128,899+176.2% | $113,168+214.6% | $102,872+246.1% |
| Participation rate | 98.7% | 87.0%+11.7pp | 76.6%+22.1pp | 73.0%+25.7pp |
| Annual return | 15.81% | 15.88%-0.1pp | 24.27%-8.5pp | 19.06%-3.2pp |
| Employer contribution / active EE | $8,732 | $3,713+135.2% | $2,975+193.5% | $3,526+147.6% |
| Participant deferral / active EE | $20,636 | $6,787+204.1% | $5,107+304.1% | $5,535+272.8% |
| Admin fee / account holder | $84 | $129-35.0% | $12,068-99.3% | $292-71.2% |