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+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 20-3801104 | Advisory (Plan) | $79,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,675 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 61 6050 OAK TREE BLVD STE 500 · CLEVELAND, OH 44131 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,838 | $55,516-53.5% | $75,781-65.9% | $59,188-56.3% |
| Participation rate | 88.7% | 73.6%+15.1pp | 75.8%+12.9pp | 69.4%+19.3pp |
| Annual return | 0.64% | -1.89%+2.5pp | 9.68%-9.0pp | 5.51%-4.9pp |
| Employer contribution / active EE | $475 | $2,604-81.7% | $3,323-85.7% | $2,098-77.3% |
| Participant deferral / active EE | $3,262 | $2,599+25.5% | $3,651-10.7% | $3,265-0.1% |
| Admin fee / account holder | $74 | $110-32.5% | $5,299-98.6% | $92-19.5% |