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 Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $54,727 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,373 |
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $12,202 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,084 | $106,028-33.0% | $146,958-51.6% | $77,643-8.4% |
| Participation rate | 74.5% | 78.4%-3.9pp | 82.2%-7.7pp | 70.6%+3.9pp |
| Annual return | 14.16% | 56.73%-42.6pp | 418.34%-404.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,582 | $4,063-36.5% | $4,933-47.7% | $2,726-5.3% |
| Participant deferral / active EE | $8,538 | $7,990+6.9% | $8,070+5.8% | $4,647+83.7% |
| Admin fee / account holder | $365 | $337+8.0% | $12,998-97.2% | $430-15.3% |