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 LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $99,409 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $88,811 |
Service code 28 · EIN 95-4345526 | Investment Management | $9,861 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $22 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,576 | $79,634+7.5% | $96,707-11.5% | $79,634+7.5% |
| Participation rate | 95.6% | 62.5%+33.2pp | 80.4%+15.3pp | 62.5%+33.2pp |
| Annual return | 21.97% | 36.46%-14.5pp | 34.78%-12.8pp | 36.46%-14.5pp |
| Employer contribution / active EE | $7,181 | $2,529+183.9% | $4,191+71.3% | $2,529+183.9% |
| Participant deferral / active EE | $11,687 | $3,835+204.8% | $5,997+94.9% | $3,835+204.8% |
| Admin fee / account holder | $273 | $1,002-72.7% | $7,503-96.4% | $1,002-72.7% |