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 55 2440 RESEARCH BLVD, STE 500 · ROCKVILLE, MD 20850 | Other Commissions | $29,526 |
Service code 13 | Contract Administrator | $3,654 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 25 MERCHANT STREET, SUITE 135 · CINCINNATI, OH 45246 | Recordkeeping | $725 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $638 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $150 |
H BECK INC8+ 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 COMPANY8+ 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 | $164,553 | $138,044+19.2% | $125,339+31.3% | $134,475+22.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -16.41% | 750.33%-766.7pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,141 | $5,243-59.2% | $4,814-55.5% | $4,740-54.8% |
| Participant deferral / active EE | $10,797 | $7,799+38.4% | $7,446+45.0% | $6,400+68.7% |
| Admin fee / account holder | $15 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |