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 |
|---|---|---|
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $23,100 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,892 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,270 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $5,150 |
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 | $69,882 | $57,831+20.8% | $82,389-15.2% | $85,563-18.3% |
| Participation rate | 99.6% | 55.0%+44.6pp | 69.5%+30.1pp | 66.0%+33.7pp |
| Annual return | 21.76% | 17.86%+3.9pp | 28.67%-6.9pp | 31.51%-9.8pp |
| Employer contribution / active EE | $7,950 | $1,643+383.9% | $2,517+215.9% | $2,654+199.6% |
| Participant deferral / active EE | $9,468 | $3,118+203.7% | $4,155+127.9% | $4,375+116.4% |
| Admin fee / account holder | $108 | $1,391-92.2% | $7,231-98.5% | $834-87.1% |