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 | $91,621+18.7% | $67,511+61.1% | $77,671+40.0% |
| Participation rate | 94.7% | 76.0%+18.8pp | 72.9%+21.8pp | 70.6%+24.1pp |
| Annual return | 10.38% | 14.87%-4.5pp | 3517.41%-3507.0pp | 31.21%-20.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,733-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,354 | $3,906-14.1% | $4,000-16.2% | $4,648-27.8% |
| Admin fee / account holder | $159 | $176-9.7% | $3,999-96.0% | $430-63.0% |