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 LLC2 years Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $50,000 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,566 | $130,194+86.3% | $169,993+42.7% | $71,457+239.5% |
| Participation rate | 97.6% | 86.1%+11.4pp | 87.0%+10.6pp | 67.9%+29.7pp |
| Annual return | 15.97% | 20.37%-4.4pp | 53.37%-37.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $7,715 | $4,381+76.1% | $6,785+13.7% | $2,588+198.1% |
| Participant deferral / active EE | $8,664 | $6,923+25.1% | $10,408-16.8% | $4,289+102.0% |
| Admin fee / account holder | $286 | $966-70.3% | $12,815-97.8% | $1,587-82.0% |