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 | Recordkeeping and information managem... | $153,845 |
SB & COMPANY, LLC5 years Filed as: SB & CO LLC Service code 10 · EIN 20-2153727 | Accounting | $10,500 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 43-1270780 | Consulting | $7,200 |
NATIONAL FINANCIAL SERVICES8 years Service code 16 · EIN 20-8874282 | Consulting | $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 | $58,861 | $50,127+17.4% | $149,673-60.7% | $80,160-26.6% |
| Participation rate | 96.1% | 64.3%+31.8pp | 78.8%+17.3pp | 72.9%+23.1pp |
| Annual return | 14.67% | 29.82%-15.1pp | 134.42%-119.7pp | 40.38%-25.7pp |
| Employer contribution / active EE | $2,456 | $1,865+31.7% | $4,818-49.0% | $2,978-17.5% |
| Participant deferral / active EE | $4,924 | $3,194+54.2% | $5,680-13.3% | $5,017-1.9% |
| Admin fee / account holder | $58 | $153-61.8% | $13,210-99.6% | $145-59.7% |