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 LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $62,787 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,729 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,030 |
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 | $76,095 | $176,811-57.0% | $146,958-48.2% | - |
| Participation rate | 91.6% | 76.9%+14.7pp | 82.2%+9.4pp | - |
| Annual return | 18.82% | 11.56%+7.3pp | 418.34%-399.5pp | - |
| Employer contribution / active EE | $4,371 | $3,294+32.7% | $4,933-11.4% | - |
| Participant deferral / active EE | $9,709 | $6,900+40.7% | $8,070+20.3% | - |
| Admin fee / account holder | $323 | $27,451-98.8% | $12,998-97.5% | - |