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 | $66,874 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $29,685 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,162 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,580 | $45,031-9.9% | $84,966-52.2% | $77,643-47.7% |
| Participation rate | 84.7% | 48.7%+36.0pp | 67.5%+17.2pp | 70.6%+14.1pp |
| Annual return | 18.78% | 79.22%-60.4pp | 66.38%-47.6pp | 31.24%-12.5pp |
| Employer contribution / active EE | $2,676 | $1,609+66.3% | $2,727-1.9% | $2,726-1.8% |
| Participant deferral / active EE | $5,198 | $2,807+85.1% | $4,519+15.0% | $4,647+11.8% |
| Admin fee / account holder | $214 | $912-76.5% | $6,149-96.5% | $430-50.3% |