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, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $111,181 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $79,433 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,170 | $59,054+100.1% | $97,167+21.6% | $77,671+52.1% |
| Participation rate | 97.8% | 67.9%+29.9pp | 72.7%+25.1pp | 70.6%+27.2pp |
| Annual return | 17.13% | 16.96%+0.2pp | 75.27%-58.1pp | 31.21%-14.1pp |
| Employer contribution / active EE | $3,568 | $1,742+104.8% | $2,729+30.7% | $2,726+30.9% |
| Participant deferral / active EE | $8,470 | $3,930+115.5% | $4,264+98.7% | $4,648+82.2% |
| Admin fee / account holder | $371 | $346+7.1% | $5,650-93.4% | $430-13.8% |