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 | $61,727 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $18,279 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $7,508 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,367 | $40,385-19.9% | $80,569-59.8% | $74,419-56.5% |
| Participation rate | 84.3% | 47.4%+36.9pp | 67.0%+17.3pp | 70.7%+13.6pp |
| Annual return | 23.68% | 164.85%-141.2pp | 935.43%-911.7pp | 34.38%-10.7pp |
| Employer contribution / active EE | $2,180 | $1,496+45.7% | $2,723-20.0% | $2,637-17.4% |
| Participant deferral / active EE | $4,100 | $2,674+53.3% | $4,447-7.8% | $4,528-9.5% |
| Admin fee / account holder | $183 | $720-74.5% | $5,377-96.6% | $348-47.3% |