See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,229 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 84-4519624 | Consulting | $61,050 |
BAKER TILLY US, LLP1+ years Service code 10 · EIN 39-0859910 | Accounting | $44,100 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,843 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18,554 |
BOWMAN & COMPANY LLP1+ years Service code 10 · EIN 21-0658561 | Accounting | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,400 | $110,299-55.2% | $102,423-51.8% | $199,593-75.2% |
| Participation rate | 78.9% | 86.3%-7.4pp | 76.5%+2.4pp | 72.0%+6.9pp |
| Annual return | 0.00% | 35.73%-35.7pp | 29.32%-29.3pp | 34.25%-34.3pp |
| Employer contribution / active EE | $2,358 | $3,603-34.6% | $3,023-22.0% | $3,034-22.3% |
| Participant deferral / active EE | $4,416 | $6,376-30.7% | $5,053-12.6% | $5,087-13.2% |
| Admin fee / account holder | $134 | $122+9.2% | $9,451-98.6% | $269-50.3% |