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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.
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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 | $72,248 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $35,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $96,594 | $122,186-20.9% | $146,958-34.3% | $199,593-51.6% |
| Participation rate | 44.9% | 78.3%-33.4pp | 82.2%-37.3pp | 72.0%-27.1pp |
| Annual return | 13.60% | 30.56%-17.0pp | 418.34%-404.7pp | 34.25%-20.7pp |
| Employer contribution / active EE | $1,543 | $4,093-62.3% | $4,933-68.7% | $3,034-49.1% |
| Participant deferral / active EE | $3,986 | $8,502-53.1% | $8,070-50.6% | $5,087-21.6% |
| Admin fee / account holder | $82 | $179-54.0% | $12,998-99.4% | $269-69.4% |