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 9-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 Service code 27 · EIN 84-4519624 | Advisory (Plan) | $61,888 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,805 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,190 |
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 | $90,892 | $100,923-9.9% | $150,045-39.4% | $74,304+22.3% |
| Participation rate | 91.5% | 70.1%+21.5pp | 82.3%+9.2pp | 60.3%+31.2pp |
| Annual return | 19.69% | 51.77%-32.1pp | 62.55%-42.9pp | 29.43%-9.7pp |
| Employer contribution / active EE | $4,416 | $3,463+27.5% | $4,693-5.9% | $2,241+97.0% |
| Participant deferral / active EE | $10,458 | $6,709+55.9% | $7,997+30.8% | $3,767+177.6% |
| Admin fee / account holder | $302 | $2,767-89.1% | $13,435-97.8% | $2,969-89.8% |