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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $80,764 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $69,380 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,050 | $95,880-12.3% | $107,525-21.8% | $85,563-1.8% |
| Participation rate | 77.9% | 70.1%+7.7pp | 75.1%+2.8pp | 66.0%+11.9pp |
| Annual return | 19.22% | 68.06%-48.8pp | 181.32%-162.1pp | 31.51%-12.3pp |
| Employer contribution / active EE | $4,267 | $3,812+11.9% | $3,754+13.7% | $2,654+60.8% |
| Participant deferral / active EE | $9,808 | $4,201+133.5% | $5,116+91.7% | $4,375+124.2% |
| Admin fee / account holder | $153 | $1,025-85.1% | $8,919-98.3% | $834-81.6% |