Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $97,894 |
PBMARES, LLP2 years Service code 10 · EIN 54-0737372 | Accounting | $53,965 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 16 · EIN 84-4519624 | Consulting | $40,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,746 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,017 | $110,282-37.4% | $102,438-32.6% | $199,768-65.5% |
| Participation rate | 92.3% | 86.3%+6.0pp | 76.5%+15.8pp | 72.0%+20.2pp |
| Annual return | 24.11% | 35.75%-11.6pp | 29.37%-5.3pp | 34.26%-10.1pp |
| Employer contribution / active EE | $5,444 | $3,603+51.1% | $3,024+80.0% | $3,037+79.3% |
| Participant deferral / active EE | $10,303 | $6,376+61.6% | $5,054+103.9% | $5,090+102.4% |
| Admin fee / account holder | $182 | $122+49.2% | $9,448-98.1% | $269-32.2% |