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 |
|---|---|---|
BDO USA, LLP7+ years Service code 10 · EIN 13-5381590 | Accounting | $15,026 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $680 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 25 MERCHANT STREET, SUITE 135 · CINCINNATI, OH 45246 | Recordkeeping | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS,LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
H BECK INC7+ years Filed as: H BECK INC. Service code 16 · EIN 52-1321340 | Consulting | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 13 | Contract Administrator | $0 |
RELIANCE TRUST COMPANY7+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,620 | $176,056-6.5% | $159,436+3.3% | $167,490-1.7% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 14.32% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,339 | $5,297-37.0% | $4,829-30.9% | $4,837-31.0% |
| Participant deferral / active EE | $13,520 | $7,750+74.4% | $7,352+83.9% | $6,341+113.2% |
| Admin fee / account holder | $138 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |