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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 18 5975 S. QUEBEC ST. · CENTENNIAL, CO 80111 | Account maintenance fees; Recordkeepi... | $76,416 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 27 5454 W 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $16,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,670 | $61,272+105.1% | $149,673-16.0% | $71,457+75.9% |
| Participation rate | 98.6% | 62.5%+36.1pp | 78.8%+19.8pp | 67.9%+30.7pp |
| Annual return | 16.54% | 35.85%-19.3pp | 134.42%-117.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $6,588 | $2,378+177.0% | $4,818+36.7% | $2,588+154.6% |
| Participant deferral / active EE | $6,417 | $2,917+120.0% | $5,680+13.0% | $4,289+49.6% |
| Admin fee / account holder | $272 | $1,261-78.5% | $13,210-97.9% | $1,587-82.9% |