Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,186 | $88,360+31.5% | $145,433-20.1% | $67,986+70.9% |
| Participation rate | 90.4% | 65.5%+25.0pp | 82.1%+8.3pp | 57.2%+33.2pp |
| Annual return | 28.88% | 63.15%-34.3pp | 66.58%-37.7pp | 31.67%-2.8pp |
| Employer contribution / active EE | $5,614 | $3,054+83.8% | $4,554+23.3% | $2,019+178.1% |
| Participant deferral / active EE | $13,858 | $5,932+133.6% | $7,897+75.5% | $3,358+312.7% |
| Admin fee / account holder | $241 | $3,313-92.7% | $13,129-98.2% | $3,203-92.5% |