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 |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $117,516 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $14,400 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $14,400 |
Filed as: SCHNEIDER DOWN & CO, INC Service code 16 · EIN 25-1408703 | Consulting | $7,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,678 | $89,808-5.7% | $100,391-15.7% | $77,643+9.1% |
| Participation rate | 95.3% | 81.2%+14.1pp | 81.5%+13.8pp | 70.6%+24.7pp |
| Annual return | 14.20% | 20.62%-6.4pp | 49.20%-35.0pp | 31.24%-17.0pp |
| Employer contribution / active EE | $389 | $3,039-87.2% | $3,942-90.1% | $2,726-85.7% |
| Participant deferral / active EE | $3,422 | $8,284-58.7% | $8,082-57.7% | $4,647-26.4% |
| Admin fee / account holder | $111 | $174-36.5% | $7,899-98.6% | $430-74.3% |