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 16 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $74,625 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $47,201 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $511,438 | $106,028+382.4% | $146,958+248.0% | $77,643+558.7% |
| Participation rate | 98.5% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 13.07% | 56.73%-43.7pp | 418.34%-405.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $18,661 | $4,063+359.3% | $4,933+278.3% | $2,726+584.6% |
| Participant deferral / active EE | $13,494 | $7,990+68.9% | $8,070+67.2% | $4,647+190.4% |
| Admin fee / account holder | $37 | $337-89.2% | $12,998-99.7% | $430-91.5% |