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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 18 5975 SOUTH QUEBEC STREET · CENTENNIAL, CO 80111 | Account maintenance fees; Custodial (... | $88,497 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 27 5454 W 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $7,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,350 | $55,415+156.9% | $155,509-8.5% | $74,495+91.1% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 13.40% | 268.50%-255.1pp | 64.67%-51.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $3,349 | $2,267+47.7% | $4,672-28.3% | $2,623+27.7% |
| Participant deferral / active EE | $7,026 | $2,836+147.8% | $5,626+24.9% | $4,346+61.7% |
| Admin fee / account holder | $290 | $1,738-83.3% | $15,912-98.2% | $1,942-85.0% |