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 |
|---|---|---|
Service code 27 · EIN 84-3549316 | Advisory (Plan) | $46,570 |
CREATIVE FINANCIAL DESIGNS3 years Filed as: CREATIVE FINANCIAL DESIGNS INC Service code 27 · EIN 35-1602583 | Advisory (Plan) | $15,932 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,725 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,540 | $58,101+42.1% | $118,925-30.6% | $73,409+12.4% |
| Participation rate | 85.0% | 56.1%+28.9pp | 75.4%+9.6pp | 72.2%+12.8pp |
| Annual return | 14.19% | 20.56%-6.4pp | 35.88%-21.7pp | 59.29%-45.1pp |
| Employer contribution / active EE | $2,217 | $1,445+53.4% | $3,263-32.0% | $2,234-0.7% |
| Participant deferral / active EE | $4,447 | $2,400+85.3% | $4,265+4.3% | $3,805+16.9% |
| Admin fee / account holder | $98 | $138-29.2% | $6,581-98.5% | $158-38.1% |