Filed December 27, 2024 (most recent of 5 filings on file)
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 27 · EIN 43-1270780 | Advisory (Plan) | $50,000 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,283 | $102,553+111.9% | $151,611+43.3% | $66,914+224.7% |
| Participation rate | 97.0% | 85.5%+11.5pp | 87.5%+9.5pp | 69.8%+27.2pp |
| Annual return | -14.78% | -10.82%-4.0pp | 3.33%-18.1pp | 1.58%-16.4pp |
| Employer contribution / active EE | $7,471 | $4,180+78.7% | $6,166+21.2% | $2,544+193.6% |
| Participant deferral / active EE | $8,425 | $6,641+26.9% | $8,363+0.7% | $4,237+98.8% |
| Admin fee / account holder | $295 | $630-53.2% | $11,616-97.5% | $593-50.4% |