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 LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $57,998 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,612 | $122,186-25.8% | $146,958-38.3% | $199,593-54.6% |
| Participation rate | 96.8% | 78.3%+18.5pp | 82.2%+14.7pp | 72.0%+24.8pp |
| Annual return | 14.77% | 30.56%-15.8pp | 418.34%-403.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $2,375 | $4,093-42.0% | $4,933-51.9% | $3,034-21.7% |
| Participant deferral / active EE | $7,392 | $8,502-13.1% | $8,070-8.4% | $5,087+45.3% |
| Admin fee / account holder | $40 | $179-77.4% | $12,998-99.7% | $269-85.0% |