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 |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 15 · EIN 47-0648506 | Recordkeeping | $12,016 |
Service code 15 · EIN 20-8874282 | Recordkeeping | $7,388 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $6,924 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,675 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,461 | $82,664-11.1% | $125,339-41.4% | $68,494+7.3% |
| Participation rate | 92.8% | 75.0%+17.7pp | 82.4%+10.4pp | 67.9%+24.9pp |
| Annual return | -16.52% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,099 | $3,381+50.8% | $4,814+5.9% | $2,596+96.4% |
| Participant deferral / active EE | $10,053 | $6,110+64.5% | $7,446+35.0% | $4,027+149.6% |
| Admin fee / account holder | $203 | $6,275-96.8% | $10,010-98.0% | $5,403-96.2% |