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 | $124,281 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $28,333 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,965 | $48,698-11.8% | $93,606-54.1% | $199,593-78.5% |
| Participation rate | 30.7% | 63.5%-32.9pp | 68.7%-38.0pp | 72.0%-41.3pp |
| Annual return | 18.63% | 15.34%+3.3pp | 133.20%-114.6pp | 34.25%-15.6pp |
| Employer contribution / active EE | $999 | $1,135-12.0% | $2,420-58.7% | $3,034-67.1% |
| Participant deferral / active EE | $1,962 | $2,817-30.4% | $4,411-55.5% | $5,087-61.4% |
| Admin fee / account holder | $99 | $195-49.2% | $8,285-98.8% | $269-63.2% |