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 Filed as: CREATIVE PLANNING INC Service code 26 · EIN 75-3182674 | Advisory (Participants) | $69,293 |
MATRIX TRUST COMPANY5 years Service code 15 · EIN 75-3182674 | Recordkeeping | $13,288 |
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 | $109,629 | $101,317+8.2% | $146,958-25.4% | $74,495+47.2% |
| Participation rate | 99.0% | 75.5%+23.4pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 13.48% | 8730.91%-8717.4pp | 418.34%-404.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $4,533 | $3,810+19.0% | $4,933-8.1% | $2,623+72.8% |
| Participant deferral / active EE | $9,196 | $7,303+25.9% | $8,070+14.0% | $4,346+111.6% |
| Admin fee / account holder | $330 | $1,739-81.0% | $12,998-97.5% | $1,942-83.0% |