See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $77,025 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $29,823 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 15 · EIN 31-1299207 | Recordkeeping | $25,219 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,590 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,905 | $100,227-79.1% | $169,993-87.7% | $74,419-71.9% |
| Participation rate | 93.8% | 87.3%+6.4pp | 87.0%+6.8pp | 70.7%+23.0pp |
| Annual return | 38.41% | 66.08%-27.7pp | 53.37%-15.0pp | 34.38%+4.0pp |
| Employer contribution / active EE | $2,923 | $4,263-31.4% | $6,785-56.9% | $2,637+10.8% |
| Participant deferral / active EE | $7,845 | $7,143+9.8% | $10,408-24.6% | $4,528+73.3% |
| Admin fee / account holder | $232 | $234-1.1% | $12,815-98.2% | $348-33.3% |