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 |
|---|---|---|
CREATIVE PLANNING LLC5 years Service code 26 · EIN 84-4519624 | Advisory (Participants) | $40,990 |
AMERITAS LIFE INSURANCE CORP11+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $2,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,394 | $83,369-44.4% | $105,223-55.9% | $67,986-31.8% |
| Participation rate | 96.4% | 56.3%+40.2pp | 75.0%+21.4pp | 57.2%+39.2pp |
| Annual return | 13.72% | 24.64%-10.9pp | 180.65%-166.9pp | 31.67%-17.9pp |
| Employer contribution / active EE | $4,172 | $2,541+64.2% | $3,689+13.1% | $2,019+106.7% |
| Participant deferral / active EE | $4,393 | $3,295+33.3% | $5,072-13.4% | $3,358+30.8% |
| Admin fee / account holder | $171 | $4,073-95.8% | $8,859-98.1% | $3,203-94.6% |