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 10-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 |
|---|---|---|
Filed as: CLEAR CREEK FINANCIAL MANAGEMENT Service code 99 · EIN 46-5392613 | Other Fees | $19,095 |
Service code 49 · EIN 71-0294708 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,346 | $73,933-64.4% | $96,683-72.8% | $75,163-64.9% |
| Participation rate | 91.3% | 66.4%+24.9pp | 74.3%+17.0pp | 67.2%+24.1pp |
| Annual return | 20.48% | 26.70%-6.2pp | 35.69%-15.2pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,302 | $2,928+12.8% | $3,737-11.6% | $2,670+23.7% |
| Participant deferral / active EE | $2,723 | $3,659-25.6% | $4,878-44.2% | $4,125-34.0% |
| Admin fee / account holder | $172 | $5,216-96.7% | $6,730-97.4% | $5,651-97.0% |