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 |
|---|---|---|
AMERICA'S 401K, INC.3 years Filed as: AMERICA'S BEST 401(K) Service code 26 · EIN 47-2843220 17470 N. PACESETTER WAY · SCOTTSDALE, AZ 85255 | Advisory (Participants) | $27,058 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 5440 W 110TH STREET · OVERLAND, KS 66211 | Advisory (Participants) | $25,508 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,789 | $88,515-24.5% | $162,163-58.8% | $67,579-1.2% |
| Participation rate | 92.6% | 86.8%+5.8pp | 87.6%+5.0pp | 71.3%+21.3pp |
| Annual return | 21.70% | 27.04%-5.3pp | 115.59%-93.9pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,381 | $3,563-61.3% | $5,614-75.4% | $2,148-35.7% |
| Participant deferral / active EE | $3,829 | $5,724-33.1% | $7,298-47.5% | $3,539+8.2% |
| Admin fee / account holder | $186 | $124+50.6% | $10,843-98.3% | $142+30.9% |