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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,480 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $35,000 |
SMITH LEONARD PLLC11+ years Service code 99 · EIN 20-5907591 | Other Fees | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,604 | $51,895+240.3% | $93,063+89.8% | $79,634+121.8% |
| Participation rate | 96.1% | 52.6%+43.5pp | 72.1%+24.0pp | 62.5%+33.6pp |
| Annual return | 14.47% | 18.14%-3.7pp | 34.15%-19.7pp | 36.46%-22.0pp |
| Employer contribution / active EE | $2,615 | $1,561+67.5% | $2,476+5.6% | $2,529+3.4% |
| Participant deferral / active EE | $4,692 | $2,964+58.3% | $3,958+18.5% | $3,835+22.4% |
| Admin fee / account holder | $306 | $657-53.5% | $6,033-94.9% | $1,002-69.5% |