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 LLC4 years Filed as: CREATIVE PLANNING LLC. Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $30,000 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,701 | $119,446-30.8% | $150,045-44.9% | $85,563-3.3% |
| Participation rate | 66.1% | 75.4%-9.4pp | 82.3%-16.3pp | 66.0%+0.1pp |
| Annual return | 19.04% | 23.72%-4.7pp | 62.55%-43.5pp | 31.51%-12.5pp |
| Employer contribution / active EE | $2,849 | $4,078-30.1% | $4,693-39.3% | $2,654+7.4% |
| Participant deferral / active EE | $6,281 | $7,985-21.3% | $7,997-21.5% | $4,375+43.5% |
| Admin fee / account holder | $159 | $548-71.0% | $13,435-98.8% | $834-80.9% |