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 | $15,746 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $5,608 |
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 | $57,592 | $130,194-55.8% | $169,993-66.1% | $71,457-19.4% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.0%+12.0pp | 67.9%+31.1pp |
| Annual return | 14.29% | 20.37%-6.1pp | 53.37%-39.1pp | 28.85%-14.6pp |
| Employer contribution / active EE | $3,463 | $4,381-21.0% | $6,785-49.0% | $2,588+33.8% |
| Participant deferral / active EE | $5,046 | $6,923-27.1% | $10,408-51.5% | $4,289+17.6% |
| Admin fee / account holder | $189 | $966-80.5% | $12,815-98.5% | $1,587-88.1% |