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 4-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 LLC1 year Filed as: CREATIVE PLANNING HOLD CO LLC Service code 27 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $32,390 |
BENEFITS2 ADMINISTRATORS LLC3 years Service code 13 · EIN 92-1664169 P.O. BOX 328 · MERIDIAN, ID 83680 | Contract Administrator | $5,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $1,244 |
Filed as: COTA STREET INV MNGT Service code 28 24 E. COTA STREET, STE 200 · SANTA BARBARA, CA 93101 | Investment Management | $998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,758 | $86,944-37.0% | $107,525-49.1% | $74,304-26.3% |
| Participation rate | 49.8% | 59.6%-9.8pp | 75.1%-25.3pp | 60.3%-10.6pp |
| Annual return | 15.09% | 23.52%-8.4pp | 181.32%-166.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $367 | $2,757-86.7% | $3,754-90.2% | $2,241-83.6% |
| Participant deferral / active EE | $3,242 | $3,554-8.8% | $5,116-36.6% | $3,767-13.9% |
| Admin fee / account holder | $290 | $3,727-92.2% | $8,919-96.8% | $2,969-90.2% |