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 7-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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping fees; Other fees; Consu... | $410,977 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $90,914 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $60,375 |
Filed as: RPS RETIREMENT PLAN ADVISORS Service code 26 · EIN 74-2589344 | Advisory (Participants) | $60,375 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $59,854 |
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 | $71,638 | $241,101-70.3% | $103,333-30.7% | $199,593-64.1% |
| Participation rate | 88.1% | 78.3%+9.9pp | 74.5%+13.6pp | 72.0%+16.2pp |
| Annual return | 15.52% | 17.80%-2.3pp | 24.88%-9.4pp | 34.25%-18.7pp |
| Employer contribution / active EE | $3,018 | $4,244-28.9% | $3,868-22.0% | $3,034-0.5% |
| Participant deferral / active EE | $6,061 | $3,958+53.1% | $5,057+19.9% | $5,087+19.2% |
| Admin fee / account holder | $154 | $288-46.3% | $8,355-98.2% | $269-42.6% |