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 10-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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 PO BOX 952032 · ST. LOUIS, MO 63195 | Advisory (Plan) | $63,045 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,716 |
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 | $25,277 | $66,457-62.0% | $81,382-68.9% | $77,643-67.4% |
| Participation rate | 94.6% | 68.7%+25.9pp | 69.5%+25.1pp | 70.6%+24.0pp |
| Annual return | 15.32% | 15.93%-0.6pp | 24.73%-9.4pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,665 | $2,159-22.9% | $2,463-32.4% | $2,726-38.9% |
| Participant deferral / active EE | $3,627 | $3,679-1.4% | $3,883-6.6% | $4,647-22.0% |
| Admin fee / account holder | $195 | $583-66.6% | $5,768-96.6% | $430-54.7% |