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 9-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 37 · EIN 04-2647786 | Loan Processing | $322,716 |
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $78,231 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $76,917 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,361 | $123,077-66.4% | $116,228-64.4% | $102,872-59.8% |
| Participation rate | 96.6% | 87.0%+9.6pp | 74.6%+22.1pp | 73.0%+23.6pp |
| Annual return | 16.68% | 15.84%+0.8pp | 90.06%-73.4pp | 19.06%-2.4pp |
| Employer contribution / active EE | $2,247 | $4,380-48.7% | $2,994-25.0% | $3,526-36.3% |
| Participant deferral / active EE | $3,957 | $6,746-41.3% | $4,953-20.1% | $5,535-28.5% |
| Admin fee / account holder | $103 | $115-10.4% | $11,989-99.1% | $292-64.6% |