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.4 years Filed as: AMERICA'S BEST 401(K) Service code 26 · EIN 47-2843220 | Advisory (Participants) | $28,198 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $25,941 |
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 | $73,239 | $111,608-34.4% | $177,821-58.8% | $73,409-0.2% |
| Participation rate | 95.5% | 87.9%+7.6pp | 87.7%+7.8pp | 72.2%+23.3pp |
| Annual return | 13.13% | 18.23%-5.1pp | 48.32%-35.2pp | 59.29%-46.2pp |
| Employer contribution / active EE | $1,553 | $3,796-59.1% | $5,918-73.8% | $2,234-30.5% |
| Participant deferral / active EE | $4,014 | $6,199-35.2% | $7,714-48.0% | $3,805+5.5% |
| Admin fee / account holder | $182 | $166+9.8% | $12,427-98.5% | $158+15.1% |