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 LLC3 years Filed as: CREATIVE PLANNING Service code 27 PO BOX 952032 · ST. LOUIS, MO 63195 | Advisory (Plan) | $63,129 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $14,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,186 | $100,923+15.1% | $150,045-22.6% | $74,304+56.4% |
| Participation rate | 90.4% | 70.1%+20.4pp | 82.3%+8.1pp | 60.3%+30.1pp |
| Annual return | 28.88% | 51.77%-22.9pp | 62.55%-33.7pp | 29.43%-0.6pp |
| Employer contribution / active EE | $5,614 | $3,463+62.1% | $4,693+19.6% | $2,241+150.5% |
| Participant deferral / active EE | $13,858 | $6,709+106.5% | $7,997+73.3% | $3,767+267.8% |
| Admin fee / account holder | $241 | $2,767-91.3% | $13,435-98.2% | $2,969-91.9% |