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 |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $126,495 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $27,455 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,000 | $62,544-58.4% | $129,207-79.9% | $199,593-87.0% |
| Participation rate | 82.9% | 56.8%+26.1pp | 69.6%+13.2pp | 72.0%+10.9pp |
| Annual return | 13.83% | 16.95%-3.1pp | 9417.33%-9403.5pp | 34.25%-20.4pp |
| Employer contribution / active EE | $1,057 | $2,394-55.9% | $4,153-74.5% | $3,034-65.2% |
| Participant deferral / active EE | $3,282 | $3,123+5.1% | $4,168-21.2% | $5,087-35.5% |
| Admin fee / account holder | $96 | $167-42.5% | $7,715-98.8% | $269-64.3% |