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 LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $51,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,450 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,094 |
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 | $62,400 | $91,407-31.7% | $135,903-54.1% | $71,457-12.7% |
| Participation rate | 89.8% | 75.7%+14.1pp | 81.9%+7.9pp | 67.9%+21.9pp |
| Annual return | 19.44% | 29.90%-10.5pp | 68.23%-48.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $4,092 | $3,703+10.5% | $4,856-15.7% | $2,588+58.1% |
| Participant deferral / active EE | $9,417 | $7,092+32.8% | $7,758+21.4% | $4,289+119.6% |
| Admin fee / account holder | $275 | $1,266-78.3% | $10,762-97.4% | $1,587-82.7% |