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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 5440 W. 110TH ST., SUITE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $40,387 |
COMPENSATION SYSTEMS, INC.3 years Service code 13 300 N. GREENE ST., SUITE 295 · GREENSBORO, NC 27401 | Contract Administrator | $6,702 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,670 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,310 | $50,815-62.0% | $155,509-87.6% | $77,643-75.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 32.34% | 34.80%-2.5pp | 64.67%-32.3pp | 31.24%+1.1pp |
| Employer contribution / active EE | $1,747 | $1,993-12.3% | $4,672-62.6% | $2,726-35.9% |
| Participant deferral / active EE | $5,095 | $2,822+80.6% | $5,626-9.4% | $4,647+9.6% |
| Admin fee / account holder | $0 | $437-100.0% | $15,912-100.0% | $430-100.0% |