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 10-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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING LLC. Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $30,000 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,263 | $91,407-38.4% | $135,903-58.6% | $71,457-21.3% |
| Participation rate | 54.7% | 75.7%-21.0pp | 81.9%-27.2pp | 67.9%-13.3pp |
| Annual return | 23.12% | 29.90%-6.8pp | 68.23%-45.1pp | 28.85%-5.7pp |
| Employer contribution / active EE | $2,433 | $3,703-34.3% | $4,856-49.9% | $2,588-6.0% |
| Participant deferral / active EE | $5,028 | $7,092-29.1% | $7,758-35.2% | $4,289+17.2% |
| Admin fee / account holder | $168 | $1,266-86.7% | $10,762-98.4% | $1,587-89.4% |