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 3-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 35-0145825 | Loan Processing | $232,910 |
CREATIVE PLANNING LLC1 year Service code 16 · EIN 84-4519624 | Consulting | $71,376 |
Filed as: LOCKTON INVESTMENTS ADV LLC Service code 16 · EIN 20-8874282 | Consulting | $13,439 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,878 | $50,127-10.5% | $149,673-70.0% | $80,160-44.0% |
| Participation rate | 93.8% | 64.3%+29.5pp | 78.8%+15.0pp | 72.9%+20.8pp |
| Annual return | 15.49% | 29.82%-14.3pp | 134.42%-118.9pp | 40.38%-24.9pp |
| Employer contribution / active EE | $1,085 | $1,865-41.8% | $4,818-77.5% | $2,978-63.6% |
| Participant deferral / active EE | $2,963 | $3,194-7.2% | $5,680-47.8% | $5,017-40.9% |
| Admin fee / account holder | $1 | $153-99.3% | $13,210-100.0% | $145-99.2% |