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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $168,147 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 43-1270780 | Consulting | $11,405 |
SB & COMPANY, LLC6 years Filed as: SB & CO LLC Service code 10 · EIN 20-2153727 | Accounting | $10,710 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 20-8874282 | Securities brokerage commissions and ... | $0 |
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 | $66,503 | $53,136+25.2% | $155,509-57.2% | $199,593-66.7% |
| Participation rate | 97.3% | 64.1%+33.2pp | 78.2%+19.1pp | 72.0%+25.3pp |
| Annual return | 12.33% | 41.15%-28.8pp | 64.67%-52.3pp | 34.25%-21.9pp |
| Employer contribution / active EE | $2,626 | $1,851+41.9% | $4,672-43.8% | $3,034-13.4% |
| Participant deferral / active EE | $5,612 | $3,161+77.6% | $5,626-0.3% | $5,087+10.3% |
| Admin fee / account holder | $67 | $185-63.9% | $15,912-99.6% | $269-75.1% |