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 7-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $88,699 |
Service code 37 · EIN 04-2647786 | Loan Processing | $70,368 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $40,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,527 | $113,293+19.6% | $67,502+100.8% | $199,593-32.1% |
| Participation rate | 95.7% | 73.3%+22.4pp | 72.9%+22.8pp | 72.0%+23.7pp |
| Annual return | 13.91% | 15.88%-2.0pp | 3512.12%-3498.2pp | 34.25%-20.3pp |
| Employer contribution / active EE | $4,225 | $3,401+24.2% | $2,731+54.7% | $3,034+39.2% |
| Participant deferral / active EE | $6,389 | $4,159+53.6% | $4,000+59.7% | $5,087+25.6% |
| Admin fee / account holder | $123 | $103+19.9% | $3,998-96.9% | $269-54.3% |