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 | $106,590 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,604 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,121 | $119,446-21.2% | $150,045-37.3% | $85,563+10.0% |
| Participation rate | 97.0% | 75.4%+21.6pp | 82.3%+14.7pp | 66.0%+31.0pp |
| Annual return | 21.94% | 23.72%-1.8pp | 62.55%-40.6pp | 31.51%-9.6pp |
| Employer contribution / active EE | $3,189 | $4,078-21.8% | $4,693-32.1% | $2,654+20.2% |
| Participant deferral / active EE | $12,194 | $7,985+52.7% | $7,997+52.5% | $4,375+178.7% |
| Admin fee / account holder | $170 | $548-69.0% | $13,435-98.7% | $834-79.6% |