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 6-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 |
|---|---|---|
DEFINITI LLC2 years Filed as: DEFINITI,LLC Service code 13 · EIN 85-0833363 3 HOLLAND STREET · ERIE, PA 16507 | Contract Administrator | $12,317 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 5454 W. 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $5,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,273 | $80,717-88.5% | $154,803-94.0% | $84,808-89.1% |
| Participation rate | 96.6% | 66.8%+29.7pp | 78.1%+18.5pp | 68.3%+28.2pp |
| Annual return | 13.74% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,003 | $2,761-63.7% | $4,305-76.7% | $2,631-61.9% |
| Participant deferral / active EE | $1,700 | $3,303-48.5% | $5,540-69.3% | $4,212-59.6% |
| Admin fee / account holder | $203 | $6,746-97.0% | $14,329-98.6% | $7,344-97.2% |