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 |
|---|---|---|
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $116,998 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $34,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,581 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $26,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,933 | $58,644+36.3% | $177,989-55.1% | $199,593-60.0% |
| Participation rate | 90.1% | 65.5%+24.6pp | 77.1%+13.0pp | 72.0%+18.1pp |
| Annual return | 14.79% | 19.25%-4.5pp | 294.48%-279.7pp | 34.25%-19.5pp |
| Employer contribution / active EE | $1,715 | $1,801-4.8% | $3,949-56.6% | $3,034-43.5% |
| Participant deferral / active EE | $5,392 | $4,248+26.9% | $6,276-14.1% | $5,087+6.0% |
| Admin fee / account holder | $139 | $145-4.2% | $10,363-98.7% | $269-48.2% |