Filed May 27, 2022
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,923 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 62-1765234 | Advisory (Plan) | $6,529 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,238 | $102,553-29.6% | $151,611-52.4% | $66,914+8.0% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.5%+11.6pp | 69.8%+29.3pp |
| Annual return | -17.55% | -10.82%-6.7pp | 3.33%-20.9pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3,239 | $4,180-22.5% | $6,166-47.5% | $2,544+27.3% |
| Participant deferral / active EE | $4,974 | $6,641-25.1% | $8,363-40.5% | $4,237+17.4% |
| Admin fee / account holder | $169 | $630-73.1% | $11,616-98.5% | $593-71.4% |