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 Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $59,969 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,999 | $107,459-19.0% | $135,903-36.0% | $80,160+8.5% |
| Participation rate | 96.2% | 78.0%+18.1pp | 81.9%+14.3pp | 72.9%+23.2pp |
| Annual return | 18.71% | 91.91%-73.2pp | 68.23%-49.5pp | 40.38%-21.7pp |
| Employer contribution / active EE | $2,321 | $3,877-40.1% | $4,856-52.2% | $2,978-22.1% |
| Participant deferral / active EE | $7,321 | $8,195-10.7% | $7,758-5.6% | $5,017+45.9% |
| Admin fee / account holder | $33 | $127-73.7% | $10,762-99.7% | $145-77.0% |