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 13 · EIN 42-0127290 | Contract Administrator | $139,058 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,613 | $128,899-21.9% | $113,168-11.1% | $102,872-2.2% |
| Participation rate | 98.7% | 87.0%+11.7pp | 76.6%+22.1pp | 73.0%+25.6pp |
| Annual return | 16.39% | 15.88%+0.5pp | 24.27%-7.9pp | 19.06%-2.7pp |
| Employer contribution / active EE | $3,276 | $3,713-11.8% | $2,975+10.1% | $3,526-7.1% |
| Participant deferral / active EE | $7,165 | $6,787+5.6% | $5,107+40.3% | $5,535+29.5% |
| Admin fee / account holder | $92 | $129-28.7% | $12,068-99.2% | $292-68.4% |