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: MID ATLANTIC TRUST COMPANY Service code 18 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Account maintenance fees; Custodial (... | $71,994 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 5454 W 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $11,807 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,390 | $65,061+62.0% | $143,757-26.7% | $66,914+57.5% |
| Participation rate | 98.5% | 65.2%+33.4pp | 80.3%+18.2pp | 69.8%+28.7pp |
| Annual return | -16.70% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $5,847 | $2,361+147.7% | $4,951+18.1% | $2,544+129.8% |
| Participant deferral / active EE | $5,642 | $2,919+93.3% | $5,637+0.1% | $4,237+33.2% |
| Admin fee / account holder | $270 | $502-46.3% | $14,673-98.2% | $593-54.5% |