See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FGMK FINANCIAL SERVICES, LLC2 years Service code 49 · EIN 20-0128147 2801 LAKESIDE DRIVE · BANNOCKBURN, IL 60015 | Other Services | $19,720 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 20-8874282 | Advisory (Participants) | $242 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $85 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,093 | $106,028-9.4% | $146,958-34.6% | $77,643+23.8% |
| Participation rate | 73.3% | 78.4%-5.1pp | 82.2%-8.8pp | 70.6%+2.7pp |
| Annual return | 14.99% | 56.73%-41.7pp | 418.34%-403.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,705 | $4,063-33.4% | $4,933-45.2% | $2,726-0.8% |
| Participant deferral / active EE | $8,736 | $7,990+9.3% | $8,070+8.3% | $4,647+88.0% |
| Admin fee / account holder | $14 | $337-95.8% | $12,998-99.9% | $430-96.7% |