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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $14,057 |
Filed as: AT RETIREMENT SERVICES Service code 12 · EIN 83-3455979 | Custodial (other than securities); Cl... | $7,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,024 | $61,774-41.7% | $97,226-62.9% | $80,856-55.4% |
| Participation rate | 92.4% | 63.5%+28.9pp | 72.7%+19.7pp | 67.6%+24.8pp |
| Annual return | 13.44% | -557.90%+571.3pp | 75.13%-61.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,875 | $1,837+2.1% | $2,729-31.3% | $2,755-31.9% |
| Participant deferral / active EE | $3,615 | $3,029+19.3% | $4,264-15.2% | $4,296-15.9% |
| Admin fee / account holder | $188 | $5,166-96.4% | $5,654-96.7% | $6,918-97.3% |