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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $72,847 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $37,500 |
Filed as: MESIROW FINANCIAL INC. Service code 26 353 NORTH CLARK ST. · CHICAGO, IL 60654 | Advisory (Participants) | $12,500 |
MILLER COOPER & CO LTD9+ years Filed as: MILLER COOPER & CO., LTD. Service code 10 · EIN 36-2897372 | Accounting | $12,000 |
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 | $205,991 | $129,021+59.7% | $184,203+11.8% | $77,643+165.3% |
| Participation rate | 99.8% | 87.3%+12.4pp | 86.8%+13.0pp | 70.6%+29.2pp |
| Annual return | 16.38% | 33.27%-16.9pp | 28.81%-12.4pp | 31.24%-14.9pp |
| Employer contribution / active EE | $6,122 | $4,413+38.7% | $6,427-4.8% | $2,726+124.6% |
| Participant deferral / active EE | $12,418 | $7,297+70.2% | $9,131+36.0% | $4,647+167.2% |
| Admin fee / account holder | $477 | $254+87.9% | $13,901-96.6% | $430+10.8% |