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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,277 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $12,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,033 | $89,436-25.0% | $164,813-59.3% | $77,643-13.7% |
| Participation rate | 70.1% | 78.6%-8.5pp | 78.6%-8.5pp | 70.6%-0.4pp |
| Annual return | 12.37% | 28.83%-16.5pp | 69.93%-57.6pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,617 | $2,569-37.1% | $4,341-62.8% | $2,726-40.7% |
| Participant deferral / active EE | $4,080 | $4,897-16.7% | $6,031-32.4% | $4,647-12.2% |
| Admin fee / account holder | $76 | $339-77.7% | $12,690-99.4% | $430-82.4% |