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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $126,566 |
SB & COMPANY, LLC8 years Service code 10 · EIN 20-2153727 | Accounting | $13,617 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 43-1270780 | Consulting | $6,402 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,306 | $53,136-14.7% | $155,509-70.9% | $199,593-77.3% |
| Participation rate | 94.6% | 64.1%+30.5pp | 78.2%+16.4pp | 72.0%+22.6pp |
| Annual return | 11.23% | 41.15%-29.9pp | 64.67%-53.4pp | 34.25%-23.0pp |
| Employer contribution / active EE | $1,573 | $1,851-15.0% | $4,672-66.3% | $3,034-48.2% |
| Participant deferral / active EE | $5,087 | $3,161+61.0% | $5,626-9.6% | $5,0870% |
| Admin fee / account holder | $59 | $185-68.1% | $15,912-99.6% | $269-78.0% |