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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $65,000 |
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $39,749 |
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 | $136,005 | $108,719+25.1% | $101,326+34.2% | $85,563+59.0% |
| Participation rate | 96.1% | 80.9%+15.2pp | 81.5%+14.6pp | 66.0%+30.1pp |
| Annual return | 14.90% | 20.95%-6.1pp | 36.82%-21.9pp | 31.51%-16.6pp |
| Employer contribution / active EE | $3,206 | $3,114+2.9% | $3,665-12.5% | $2,654+20.8% |
| Participant deferral / active EE | $9,762 | $8,545+14.2% | $7,994+22.1% | $4,375+123.1% |
| Admin fee / account holder | $579 | $685-15.4% | $11,185-94.8% | $834-30.5% |