See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,101 |
CREATIVE PLANNING LLC4 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $26,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,178 | $50,982-9.4% | $154,803-70.2% | $85,563-46.0% |
| Participation rate | 53.1% | 59.8%-6.7pp | 78.1%-25.0pp | 66.0%-12.9pp |
| Annual return | 17.52% | 30.35%-12.8pp | 58.88%-41.4pp | 31.51%-14.0pp |
| Employer contribution / active EE | $1,455 | $1,708-14.8% | $4,305-66.2% | $2,654-45.2% |
| Participant deferral / active EE | $3,696 | $2,474+49.4% | $5,540-33.3% | $4,375-15.5% |
| Admin fee / account holder | $198 | $846-76.6% | $14,329-98.6% | $834-76.2% |