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 LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $36,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,332 |
RILEY AND COMPANY PLLC1 year Filed as: RILEY CPA Service code 10 · EIN 76-0560371 | Accounting | $5,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,516 | $88,890-28.5% | $102,423-38.0% | $77,643-18.2% |
| Participation rate | 81.7% | 80.9%+0.8pp | 76.5%+5.2pp | 70.6%+11.2pp |
| Annual return | 12.88% | 24.98%-12.1pp | 29.32%-16.4pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,489 | $2,698+29.3% | $3,023+15.4% | $2,726+28.0% |
| Participant deferral / active EE | $4,499 | $5,145-12.6% | $5,053-11.0% | $4,647-3.2% |
| Admin fee / account holder | $226 | $235-4.0% | $9,451-97.6% | $430-47.5% |