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 |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 12 · EIN 23-3038464 | Recordkeeping fees; Recordkeeping and... | $12,655 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE FINANCIAL GROUP Service code 22 16 CAMPUS BLVD SUITE 200 · NEWTOWN SQUARE, PA 19073 | Insurance Broker | $7,843 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $7,132 |
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 | $18,853 | $49,451-61.9% | $79,550-76.3% | $66,914-71.8% |
| Participation rate | 70.9% | 61.3%+9.6pp | 69.5%+1.5pp | 69.8%+1.1pp |
| Annual return | -17.85% | 84.25%-102.1pp | 0.16%-18.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $871 | $1,266-31.2% | $2,413-63.9% | $2,544-65.8% |
| Participant deferral / active EE | $2,194 | $3,159-30.6% | $3,985-45.0% | $4,237-48.2% |
| Admin fee / account holder | $293 | $595-50.7% | $6,832-95.7% | $593-50.6% |