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 37 · EIN 04-2647786 | Loan Processing | $18,338 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $15,901 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $5,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,643 | $48,335+54.4% | $121,098-38.4% | $71,457+4.5% |
| Participation rate | 61.3% | 54.3%+7.1pp | 69.5%-8.1pp | 67.9%-6.6pp |
| Annual return | 18.25% | 23.32%-5.1pp | 985.75%-967.5pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,365 | $1,489-8.3% | $4,164-67.2% | $2,588-47.2% |
| Participant deferral / active EE | $3,054 | $2,754+10.9% | $4,080-25.1% | $4,289-28.8% |
| Admin fee / account holder | $227 | $1,841-87.7% | $5,644-96.0% | $1,587-85.7% |