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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,193 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $24,756 |
Filed as: KRUGGEL LAWTON & CO., LLC Service code 10 · EIN 35-1307701 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,486 | $59,054-55.1% | $97,226-72.8% | $77,643-65.9% |
| Participation rate | 82.2% | 67.9%+14.3pp | 72.7%+9.5pp | 70.6%+11.7pp |
| Annual return | 11.76% | 16.96%-5.2pp | 75.13%-63.4pp | 31.24%-19.5pp |
| Employer contribution / active EE | $371 | $1,742-78.7% | $2,729-86.4% | $2,726-86.4% |
| Participant deferral / active EE | $2,638 | $3,930-32.9% | $4,264-38.1% | $4,647-43.2% |
| Admin fee / account holder | $174 | $346-49.7% | $5,654-96.9% | $430-59.6% |