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 | $161,101 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $45,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,012 | $122,186-22.2% | $146,958-35.3% | $199,593-52.4% |
| Participation rate | 82.5% | 78.3%+4.3pp | 82.2%+0.4pp | 72.0%+10.6pp |
| Annual return | 18.20% | 30.56%-12.4pp | 418.34%-400.1pp | 34.25%-16.0pp |
| Employer contribution / active EE | $2,689 | $4,093-34.3% | $4,933-45.5% | $3,034-11.4% |
| Participant deferral / active EE | $8,930 | $8,502+5.0% | $8,070+10.7% | $5,087+75.6% |
| Admin fee / account holder | $92 | $179-48.3% | $12,998-99.3% | $269-65.7% |