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 13 · EIN 42-0127290 | Contract Administrator | $85,975 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $56,723 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $22,393 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,162 | $62,327+315.8% | $120,354+115.3% | $74,495+247.9% |
| Participation rate | 83.6% | 56.8%+26.8pp | 71.9%+11.7pp | 67.2%+16.4pp |
| Annual return | 8.68% | 18.61%-9.9pp | 107.15%-98.5pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $11,206 | $1,843+507.9% | $3,463+223.6% | $2,623+327.2% |
| Participant deferral / active EE | $7,452 | $2,893+157.6% | $4,991+49.3% | $4,346+71.5% |
| Admin fee / account holder | $589 | $2,396-75.4% | $9,423-93.7% | $1,942-69.7% |