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 9-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 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $112,462 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 28 · EIN 84-4511962 | Investment Management | $22,067 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,936 | $62,624+69.2% | $177,989-40.5% | $77,643+36.4% |
| Participation rate | 91.5% | 66.8%+24.7pp | 77.1%+14.4pp | 70.6%+20.9pp |
| Annual return | 14.10% | 16.16%-2.1pp | 294.48%-280.4pp | 31.24%-17.1pp |
| Employer contribution / active EE | $4,926 | $1,909+158.1% | $3,949+24.8% | $2,726+80.7% |
| Participant deferral / active EE | $10,341 | $4,219+145.1% | $6,276+64.8% | $4,647+122.5% |
| Admin fee / account holder | $187 | $386-51.6% | $10,363-98.2% | $430-56.6% |