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 7-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 37 · EIN 04-2647786 | Loan Processing | $48,760 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $47,246 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,267 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,700 | $106,028-49.4% | $146,958-63.5% | $77,643-30.8% |
| Participation rate | 95.5% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+24.9pp |
| Annual return | 24.07% | 56.73%-32.7pp | 418.34%-394.3pp | 31.24%-7.2pp |
| Employer contribution / active EE | $1,747 | $4,063-57.0% | $4,933-64.6% | $2,726-35.9% |
| Participant deferral / active EE | $6,453 | $7,990-19.2% | $8,070-20.0% | $4,647+38.8% |
| Admin fee / account holder | $131 | $337-61.3% | $12,998-99.0% | $430-69.6% |