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 3-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 · EIN 84-4519624 | Advisory (Plan) | $20,924 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,435 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,963 | $49,915+94.3% | $154,803-37.4% | $74,304+30.5% |
| Participation rate | 97.0% | 54.0%+43.0pp | 78.1%+18.9pp | 60.3%+36.7pp |
| Annual return | 19.81% | 34.06%-14.2pp | 58.88%-39.1pp | 29.43%-9.6pp |
| Employer contribution / active EE | $3,399 | $1,611+111.0% | $4,305-21.0% | $2,241+51.7% |
| Participant deferral / active EE | $6,815 | $2,255+202.2% | $5,540+23.0% | $3,767+80.9% |
| Admin fee / account holder | $198 | $2,189-91.0% | $14,329-98.6% | $2,969-93.3% |