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 LLC3 years Filed as: CREATIVE PLANNING LLC. Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $30,000 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,960 |
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 | $58,004 | $106,028-45.3% | $146,958-60.5% | $77,643-25.3% |
| Participation rate | 66.7% | 78.4%-11.7pp | 82.2%-15.5pp | 70.6%-3.9pp |
| Annual return | 20.53% | 56.73%-36.2pp | 418.34%-397.8pp | 31.24%-10.7pp |
| Employer contribution / active EE | $2,455 | $4,063-39.6% | $4,933-50.2% | $2,726-9.9% |
| Participant deferral / active EE | $5,379 | $7,990-32.7% | $8,070-33.3% | $4,647+15.8% |
| Admin fee / account holder | $136 | $337-59.7% | $12,998-99.0% | $430-68.4% |