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 8-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: CIBC BANK USA Service code 28 · EIN 36-3722148 | Investment Management | $104,057 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $95,318 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $84,467 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,231 | $106,028-19.6% | $146,958-42.0% | $77,643+9.8% |
| Participation rate | 77.5% | 78.4%-0.9pp | 82.2%-4.7pp | 70.6%+6.9pp |
| Annual return | 16.86% | 56.73%-39.9pp | 418.34%-401.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $2,796 | $4,063-31.2% | $4,933-43.3% | $2,726+2.6% |
| Participant deferral / active EE | $10,881 | $7,990+36.2% | $8,070+34.8% | $4,647+134.1% |
| Admin fee / account holder | $363 | $337+7.7% | $12,998-97.2% | $430-15.5% |