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 | $54,705+29.0% | $71,209-0.9% | $84,808-16.8% |
| Participation rate | 98.6% | 64.1%+34.5pp | 73.8%+24.8pp | 68.3%+30.3pp |
| Annual return | 18.68% | 35.90%-17.2pp | 282.51%-263.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $5,390 | $2,158+149.8% | $2,721+98.1% | $2,631+104.9% |
| Participant deferral / active EE | $8,758 | $3,030+189.0% | $4,175+109.8% | $4,212+107.9% |
| Admin fee / account holder | $200 | $4,863-95.9% | $5,349-96.3% | $7,344-97.3% |