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 |
|---|---|---|
Service code 49 · EIN 71-0294708 | Other Services | $46,876 |
Filed as: CLEAR CREEK FINANCIAL MANAGEMENT Service code 99 · EIN 46-5392613 | Other Fees | $23,882 |
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 | $39,256 | $81,460-51.8% | $103,333-62.0% | $80,856-51.5% |
| Participation rate | 94.7% | 66.8%+27.8pp | 74.5%+20.2pp | 67.6%+27.0pp |
| Annual return | 15.93% | 25.55%-9.6pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,882 | $3,105-39.4% | $3,868-51.3% | $2,755-31.7% |
| Participant deferral / active EE | $2,992 | $3,869-22.7% | $5,057-40.8% | $4,296-30.3% |
| Admin fee / account holder | $356 | $6,566-94.6% | $8,355-95.7% | $6,918-94.9% |