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 LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 84-4519624 PO BOX 952032 · ST LOUIS, MO 63195 | Advisory (Participants) | $105,234 |
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL SOUTH · ROCHESTER, NY 14625 | Recordkeeping | $17,832 |
Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $7,808 |
Filed as: ERISA FIDUCIARY SERVICES INC Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $7,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,287 | $82,917+17.3% | $103,333-5.9% | $77,643+25.3% |
| Participation rate | 91.6% | 71.6%+20.1pp | 74.5%+17.1pp | 70.6%+21.1pp |
| Annual return | 20.62% | 19.13%+1.5pp | 24.88%-4.3pp | 31.24%-10.6pp |
| Employer contribution / active EE | $8,633 | $3,552+143.1% | $3,868+123.2% | $2,726+216.7% |
| Participant deferral / active EE | $15,548 | $4,108+278.5% | $5,057+207.4% | $4,647+234.6% |
| Admin fee / account holder | $241 | $638-62.3% | $8,355-97.1% | $430-44.1% |