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 16 · EIN 82-1527659 | Consulting | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,591 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $22,868 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $21,525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,160 | $104,919+67.9% | $116,228+51.6% | $85,563+105.9% |
| Participation rate | 79.4% | 78.6%+0.8pp | 74.6%+4.9pp | 66.0%+13.5pp |
| Annual return | 15.79% | 15.38%+0.4pp | 90.06%-74.3pp | 31.51%-15.7pp |
| Employer contribution / active EE | $6,543 | $3,485+87.7% | $2,994+118.5% | $2,654+146.6% |
| Participant deferral / active EE | $1,638 | $5,306-69.1% | $4,953-66.9% | $4,375-62.6% |
| Admin fee / account holder | $322 | $429-25.0% | $11,989-97.3% | $834-61.5% |