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 10-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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,064 |
CREATIVE PLANNING LLC3 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 | $41,777 | $50,815-17.8% | $155,509-73.1% | $77,643-46.2% |
| Participation rate | 47.5% | 63.1%-15.6pp | 78.2%-30.7pp | 70.6%-23.1pp |
| Annual return | 13.95% | 34.80%-20.9pp | 64.67%-50.7pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,100 | $1,993-44.8% | $4,672-76.5% | $2,726-59.6% |
| Participant deferral / active EE | $3,067 | $2,822+8.7% | $5,626-45.5% | $4,647-34.0% |
| Admin fee / account holder | $203 | $437-53.5% | $15,912-98.7% | $430-52.8% |