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 | $86,944-46.6% | $107,525-56.9% | $74,304-37.6% |
| Participation rate | 96.4% | 59.6%+36.9pp | 75.1%+21.4pp | 60.3%+36.1pp |
| Annual return | 13.72% | 23.52%-9.8pp | 181.32%-167.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $4,172 | $2,757+51.3% | $3,754+11.2% | $2,241+86.2% |
| Participant deferral / active EE | $4,393 | $3,554+23.6% | $5,116-14.1% | $3,767+16.6% |
| Admin fee / account holder | $171 | $3,727-95.4% | $8,919-98.1% | $2,969-94.2% |