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 9-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 LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $39,381 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,580 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,138 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,586 | $60,323+12.0% | $81,812-17.4% | $74,495-9.3% |
| Participation rate | 85.2% | 62.9%+22.4pp | 72.3%+12.9pp | 67.2%+18.0pp |
| Annual return | 23.25% | 16.90%+6.3pp | 773.79%-750.5pp | 1364.94%-1341.7pp |
| Employer contribution / active EE | $3,121 | $2,620+19.1% | $2,912+7.2% | $2,623+19.0% |
| Participant deferral / active EE | $10,066 | $3,387+197.2% | $4,319+133.1% | $4,346+131.6% |
| Admin fee / account holder | $190 | $1,486-87.2% | $7,386-97.4% | $1,942-90.2% |