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 Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $30,109 |
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $29,841 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,305 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,876 | $95,388-18.4% | $125,339-37.9% | $77,9040% |
| Participation rate | 95.6% | 78.6%+17.0pp | 82.4%+13.2pp | 73.7%+21.9pp |
| Annual return | -9.36% | 116.19%-125.5pp | 572.05%-581.4pp | 12.21%-21.6pp |
| Employer contribution / active EE | $2,263 | $3,666-38.3% | $4,814-53.0% | $2,848-20.5% |
| Participant deferral / active EE | $7,018 | $7,711-9.0% | $7,446-5.8% | $4,806+46.0% |
| Admin fee / account holder | $39 | $119-66.8% | $10,010-99.6% | $133-70.3% |