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, LLC4 years Service code 12 · EIN 83-3455979 | Recordkeeping and information managem... | $28,450 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $24,187 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,717 | $73,360-24.1% | $177,989-68.7% | $74,495-25.2% |
| Participation rate | 89.3% | 66.6%+22.7pp | 77.1%+12.2pp | 67.2%+22.1pp |
| Annual return | 15.03% | 17.49%-2.5pp | 294.48%-279.5pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $3,373 | $2,216+52.2% | $3,949-14.6% | $2,623+28.6% |
| Participant deferral / active EE | $7,527 | $4,513+66.8% | $6,276+19.9% | $4,346+73.2% |
| Admin fee / account holder | $216 | $1,808-88.1% | $10,363-97.9% | $1,942-88.9% |