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 4-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 LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 5440 W 100TH ST STE 102 · SHAWNEE MISSION, KS 66211 | Advisory (Participants) | $59,943 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,767 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $15,174 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,359 | $106,028-22.3% | $146,958-44.0% | $77,643+6.1% |
| Participation rate | 78.7% | 78.4%+0.4pp | 82.2%-3.4pp | 70.6%+8.1pp |
| Annual return | 16.41% | 56.73%-40.3pp | 418.34%-401.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $3,210 | $4,063-21.0% | $4,933-34.9% | $2,726+17.8% |
| Participant deferral / active EE | $10,464 | $7,990+31.0% | $8,070+29.7% | $4,647+125.2% |
| Admin fee / account holder | $138 | $337-59.1% | $12,998-98.9% | $430-67.9% |