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 10-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 |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,496 |
M HOLDINGS SECURITIES INC8 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $28,447 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 PO BOX 952032 · ST. LOUIS, MO 63195 | Advisory (Plan) | $20,063 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,128 | $69,823-72.6% | $77,163-75.2% | $74,419-74.3% |
| Participation rate | 94.4% | 70.0%+24.4pp | 69.6%+24.9pp | 70.7%+23.7pp |
| Annual return | 18.97% | 19.98%-1.0pp | 37.87%-18.9pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,601 | $2,150-25.5% | $2,535-36.8% | $2,637-39.3% |
| Participant deferral / active EE | $3,453 | $3,558-3.0% | $3,833-9.9% | $4,528-23.8% |
| Admin fee / account holder | $134 | $398-66.3% | $5,472-97.5% | $348-61.4% |