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 4-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 |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $116,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 5440 W 100TH ST STE 102 · SHAWNEE MISSION, KS 66211 | Advisory (Participants) | $22,507 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 49 · EIN 61-1732930 35 EAST WACCKE DR 24TH FLOOR · CHICAGO, IL 60601 | Other Services | $5,075 |
Filed as: MML INSURANCE AGENCY Service code 22 PO BOX 9500 · SPRINGFIELD, MA 011028089 | Insurance Broker | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,580 | $95,274-7.0% | $135,903-34.8% | $74,419+19.0% |
| Participation rate | 77.7% | 78.2%-0.5pp | 81.9%-4.2pp | 70.7%+6.9pp |
| Annual return | 19.50% | 32.77%-13.3pp | 68.23%-48.7pp | 34.38%-14.9pp |
| Employer contribution / active EE | $3,280 | $3,874-15.3% | $4,856-32.4% | $2,637+24.4% |
| Participant deferral / active EE | $10,359 | $7,782+33.1% | $7,758+33.5% | $4,528+128.8% |
| Admin fee / account holder | $113 | $266-57.4% | $10,762-98.9% | $348-67.4% |