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 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,069 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 25 MERCHANT ST STE 135 · CINCINNATI, OH 452463740 | Contract Administrator | $6,208 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,553 | $51,638+36.6% | $68,368+3.2% | $82,448-14.4% |
| Participation rate | 98.6% | 63.6%+35.0pp | 73.8%+24.8pp | 68.1%+30.5pp |
| Annual return | 18.68% | 37.53%-18.9pp | 292.57%-273.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $5,390 | $2,047+163.4% | $2,649+103.5% | $2,551+111.3% |
| Participant deferral / active EE | $8,758 | $2,914+200.6% | $4,123+112.4% | $4,139+111.6% |
| Admin fee / account holder | $200 | $4,643-95.7% | $5,150-96.1% | $7,234-97.2% |