See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $22,540 |
EQUITY SERVICES FINANCIAL ADVISORS1+ years Service code 27 · EIN 82-3433886 | Advisory (Plan) | $17,321 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 27 5454 W 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $7,838 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,843 | $73,004+9.4% | $90,749-12.0% | $68,494+16.6% |
| Participation rate | 71.6% | 70.8%+0.8pp | 75.7%-4.1pp | 67.9%+3.7pp |
| Annual return | -20.10% | -13.81%-6.3pp | -12.16%-7.9pp | -7.84%-12.3pp |
| Employer contribution / active EE | $565 | $2,193-74.2% | $2,921-80.6% | $2,596-78.2% |
| Participant deferral / active EE | $2,376 | $3,627-34.5% | $4,564-47.9% | $4,027-41.0% |
| Admin fee / account holder | $536 | $5,896-90.9% | $8,445-93.7% | $5,403-90.1% |