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 5-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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $277,867 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $44,100 |
Filed as: LOCKTON INVEST ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $32,500 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $16,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,714 | $61,756-32.5% | $70,092-40.5% | $77,904-46.5% |
| Participation rate | 92.9% | 79.9%+13.0pp | 70.5%+22.4pp | 73.7%+19.2pp |
| Annual return | -15.00% | -11.86%-3.1pp | 190.73%-205.7pp | 12.21%-27.2pp |
| Employer contribution / active EE | $2,788 | $2,706+3.0% | $2,559+8.9% | $2,848-2.1% |
| Participant deferral / active EE | $7,550 | $3,977+89.8% | $3,849+96.2% | $4,806+57.1% |
| Admin fee / account holder | $196 | $101+93.9% | $6,267-96.9% | $133+48.2% |