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 |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING HOLD CO LLC Service code 99 | Other Fees | $33,228 |
PENSION ASSURANCE LLP3 years Service code 10 · EIN 30-0840934 | Accounting | $11,713 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $6,307 |
Filed as: CBIZ BENEFITS AND INSURANCE SERV Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING HOLD CO INC Service code 99 · EIN 84-4519624 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,744 | $119,446-65.1% | $150,045-72.2% | $85,563-51.2% |
| Participation rate | 92.1% | 75.4%+16.7pp | 82.3%+9.8pp | 66.0%+26.2pp |
| Annual return | 18.74% | 23.72%-5.0pp | 62.55%-43.8pp | 31.51%-12.8pp |
| Employer contribution / active EE | $1,393 | $4,078-65.9% | $4,693-70.3% | $2,654-47.5% |
| Participant deferral / active EE | $4,774 | $7,985-40.2% | $7,997-40.3% | $4,375+9.1% |
| Admin fee / account holder | $54 | $548-90.2% | $13,435-99.6% | $834-93.5% |