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 |
|---|---|---|
Filed as: SNOW CREEK WEALTH MANAGEMENT LLC Service code 27 · EIN 20-8775713 | Advisory (Plan) | $33,277 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,742 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,708 | $80,753-12.4% | $136,294-48.1% | $62,292+13.5% |
| Participation rate | 77.6% | 73.5%+4.0pp | 81.9%-4.3pp | 69.5%+8.1pp |
| Annual return | 23.67% | 35.83%-12.2pp | 5155.94%-5132.3pp | 28.90%-5.2pp |
| Employer contribution / active EE | $1,537 | $2,884-46.7% | $4,695-67.3% | $2,042-24.7% |
| Participant deferral / active EE | $4,998 | $5,164-3.2% | $6,247-20.0% | $3,169+57.7% |
| Admin fee / account holder | $332 | $525-36.7% | $9,243-96.4% | $479-30.7% |