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 | Securities brokerage commissions and ... | $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 | $197,941-56.8% | $100,534-14.9% | $85,5630% |
| Participation rate | 95.6% | 83.8%+11.9pp | 80.6%+15.0pp | 66.0%+29.7pp |
| Annual return | 21.97% | 21.00%+1.0pp | 32.66%-10.7pp | 31.51%-9.5pp |
| Employer contribution / active EE | $7,181 | $7,157+0.3% | $4,346+65.2% | $2,654+170.6% |
| Participant deferral / active EE | $11,687 | $9,061+29.0% | $6,144+90.2% | $4,375+167.1% |
| Admin fee / account holder | $273 | $1,158-76.4% | $7,654-96.4% | $834-67.3% |