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 | $67,476 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $44,444 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,864 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $7,995 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,923 | $42,886+11.7% | $88,946-46.1% | $85,563-44.0% |
| Participation rate | 88.1% | 37.9%+50.1pp | 68.8%+19.2pp | 66.0%+22.1pp |
| Annual return | 18.75% | 44.56%-25.8pp | 57.82%-39.1pp | 31.51%-12.8pp |
| Employer contribution / active EE | $2,602 | $1,147+126.9% | $2,555+1.8% | $2,654-1.9% |
| Participant deferral / active EE | $5,091 | $2,108+141.5% | $4,581+11.1% | $4,375+16.4% |
| Admin fee / account holder | $245 | $2,263-89.2% | $8,261-97.0% | $834-70.6% |