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 5-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 | $91,390 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $14,767 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,608 | $110,299-70.4% | $102,423-68.2% | $199,593-83.7% |
| Participation rate | 83.1% | 86.3%-3.2pp | 76.5%+6.6pp | 72.0%+11.1pp |
| Annual return | 28.17% | 35.73%-7.6pp | 29.32%-1.2pp | 34.25%-6.1pp |
| Employer contribution / active EE | $1,123 | $3,603-68.8% | $3,023-62.9% | $3,034-63.0% |
| Participant deferral / active EE | $3,497 | $6,376-45.2% | $5,053-30.8% | $5,087-31.3% |
| Admin fee / account holder | $94 | $122-23.2% | $9,451-99.0% | $269-65.1% |