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 9-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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $33,971 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,838 | $86,944+33.2% | $107,525+7.7% | $74,304+55.9% |
| Participation rate | 58.3% | 59.6%-1.3pp | 75.1%-16.8pp | 60.3%-2.1pp |
| Annual return | 18.40% | 23.52%-5.1pp | 181.32%-162.9pp | 29.43%-11.0pp |
| Employer contribution / active EE | $2,697 | $2,757-2.2% | $3,754-28.2% | $2,241+20.3% |
| Participant deferral / active EE | $5,143 | $3,554+44.7% | $5,116+0.5% | $3,767+36.5% |
| Admin fee / account holder | $318 | $3,727-91.5% | $8,919-96.4% | $2,969-89.3% |