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 37 · EIN 04-2647786 | Loan Processing | $168,537 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $88,047 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,797 | $44,897+19.8% | $84,966-36.7% | $199,593-73.0% |
| Participation rate | 55.2% | 45.7%+9.5pp | 67.5%-12.3pp | 72.0%-16.7pp |
| Annual return | 42.62% | 20.96%+21.7pp | 66.38%-23.8pp | 34.25%+8.4pp |
| Employer contribution / active EE | $1,633 | $1,365+19.6% | $2,727-40.1% | $3,034-46.2% |
| Participant deferral / active EE | $3,102 | $2,668+16.3% | $4,519-31.4% | $5,087-39.0% |
| Admin fee / account holder | $99 | $584-83.1% | $6,149-98.4% | $269-63.3% |