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 8-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 Filed as: CREATIVE PLANNING Service code 13 PO BOX 952032 · ST. LOUIS, MO 63195 | Contract Administrator | $5,000 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,551 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,703 | $65,435-5.7% | $86,677-28.8% | $66,914-7.8% |
| Participation rate | 99.1% | 75.5%+23.6pp | 76.6%+22.5pp | 69.8%+29.3pp |
| Annual return | -16.71% | -10.89%-5.8pp | 35.91%-52.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $3,767 | $2,153+74.9% | $2,836+32.8% | $2,544+48.1% |
| Participant deferral / active EE | $5,849 | $4,100+42.7% | $4,656+25.6% | $4,237+38.1% |
| Admin fee / account holder | $62 | $642-90.4% | $7,493-99.2% | $593-89.6% |