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 LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $27,181 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,696 |
REILLY, PENNER & BENTON LLP4 years Filed as: REILLY FINANCIAL ADVISORS LLC Service code 99 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Other Fees | $8,903 |
Service code 99 222 N PACIFIC COAST HWY STE 1600 · EL SEGUNDO, CA 90245 | Other Fees | $1,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,044 | $54,517+2.8% | $75,972-26.2% | $74,495-24.8% |
| Participation rate | 84.7% | 60.3%+24.3pp | 69.1%+15.6pp | 67.2%+17.5pp |
| Annual return | 11.71% | 31.82%-20.1pp | 359.55%-347.8pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,953 | $1,777+9.9% | $2,685-27.3% | $2,623-25.5% |
| Participant deferral / active EE | $5,365 | $3,066+75.0% | $4,255+26.1% | $4,346+23.5% |
| Admin fee / account holder | $244 | $2,229-89.0% | $6,467-96.2% | $1,942-87.4% |