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 |
|---|---|---|
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 | Custodial (other than securities); Cl... | $23,867 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $18,289 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,680 | $65,390-33.2% | $169,368-74.2% | $71,457-38.9% |
| Participation rate | 84.9% | 67.0%+17.9pp | 77.1%+7.7pp | 67.9%+16.9pp |
| Annual return | 19.36% | 21.31%-2.0pp | 405.60%-386.2pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,639 | $2,079+26.9% | $4,013-34.2% | $2,588+2.0% |
| Participant deferral / active EE | $6,023 | $4,367+37.9% | $6,221-3.2% | $4,289+40.4% |
| Admin fee / account holder | $158 | $1,324-88.1% | $9,003-98.2% | $1,587-90.1% |