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 |
|---|---|---|
CRATIVE RETIREMENT SYSTEMS1+ years Service code 13 | Contract Administrator | $7,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,950 |
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 27 | Advisory (Plan) | $1,665 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 13 · EIN 31-1299207 | Contract Administrator | $1,000 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,915 | $74,089-59.6% | $133,980-77.7% | $55,167-45.8% |
| Participation rate | 73.6% | 84.3%-10.7pp | 87.1%-13.5pp | 69.0%+4.6pp |
| Annual return | 0.00% | 12.11%-12.1pp | 29.30%-29.3pp | 169.23%-169.2pp |
| Employer contribution / active EE | $803 | $3,064-73.8% | $5,211-84.6% | $1,963-59.1% |
| Participant deferral / active EE | $1,542 | $4,678-67.0% | $6,282-75.5% | $3,054-49.5% |
| Admin fee / account holder | $14 | $458-96.9% | $9,324-99.8% | $504-97.2% |