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 7-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 | $83,407 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $25,000 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,621 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,860 | $106,028-30.3% | $146,958-49.7% | $77,643-4.9% |
| Participation rate | 96.9% | 78.4%+18.5pp | 82.2%+14.7pp | 70.6%+26.3pp |
| Annual return | 17.90% | 56.73%-38.8pp | 418.34%-400.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $2,980 | $4,063-26.7% | $4,933-39.6% | $2,726+9.3% |
| Participant deferral / active EE | $10,993 | $7,990+37.6% | $8,070+36.2% | $4,647+136.6% |
| Admin fee / account holder | $141 | $337-58.3% | $12,998-98.9% | $430-67.3% |