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 Service code 28 · EIN 43-1270780 | Investment Management | $60,000 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,827 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $17,500 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 36-3194849 | Investment Management | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,777 | $91,762+18.5% | $67,502+61.1% | $77,643+40.1% |
| Participation rate | 94.7% | 75.9%+18.8pp | 72.9%+21.8pp | 70.6%+24.2pp |
| Annual return | 10.38% | 14.87%-4.5pp | 3512.12%-3501.7pp | 31.24%-20.9pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,354 | $3,903-14.1% | $4,000-16.1% | $4,647-27.8% |
| Admin fee / account holder | $159 | $176-9.6% | $3,998-96.0% | $430-63.0% |