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 6-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 |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $367,222 |
CREATIVE PLANNING LLC2 years Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $40,600 |
Filed as: HAWTHORN, WAYMOUTH & CARROLL LLP Service code 10 8545 UNITED PLAZA BLVD · BATON ROUGE, LA 70809 | Accounting | $14,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $10,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,798 | $70,115-43.2% | $70,515-43.6% | $80,160-50.4% |
| Participation rate | 90.2% | 71.7%+18.5pp | 68.3%+21.9pp | 72.9%+17.3pp |
| Annual return | 19.72% | 134.51%-114.8pp | 32.77%-13.1pp | 40.38%-20.7pp |
| Employer contribution / active EE | $2,019 | $3,021-33.2% | $2,973-32.1% | $2,978-32.2% |
| Participant deferral / active EE | $3,912 | $4,495-13.0% | $4,567-14.3% | $5,017-22.0% |
| Admin fee / account holder | $103 | $112-8.1% | $6,412-98.4% | $145-28.9% |