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 LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $24,199 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,284 |
MMA SECURITIES LLC1 year Service code 27 · EIN 52-2189187 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $4,675 |
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 | $127,639 | $102,317+24.7% | $146,958-13.1% | $80,856+57.9% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 14.37% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,350 | $3,713+17.1% | $4,933-11.8% | $2,755+57.9% |
| Participant deferral / active EE | $11,184 | $6,644+68.3% | $8,070+38.6% | $4,296+160.3% |
| Admin fee / account holder | $366 | $7,941-95.4% | $12,998-97.2% | $6,918-94.7% |