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 8-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 LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $60,911 |
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Recordkeeping and information managem... | $42,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,209 | $50,815-42.5% | $155,509-81.2% | $77,643-62.4% |
| Participation rate | 83.5% | 63.1%+20.4pp | 78.2%+5.3pp | 70.6%+12.9pp |
| Annual return | 13.14% | 34.80%-21.7pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,409 | $1,993+20.9% | $4,672-48.4% | $2,726-11.6% |
| Participant deferral / active EE | $3,755 | $2,822+33.1% | $5,626-33.3% | $4,647-19.2% |
| Admin fee / account holder | $179 | $437-58.9% | $15,912-98.9% | $430-58.3% |