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 3-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 | $77,346 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $73,839 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,538 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $44,816 | $129,021-65.3% | $184,203-75.7% | $77,643-42.3% |
| Participation rate | 93.3% | 87.3%+5.9pp | 86.8%+6.5pp | 70.6%+22.7pp |
| Annual return | 14.54% | 33.27%-18.7pp | 28.81%-14.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,003 | $4,413-54.6% | $6,427-68.8% | $2,726-26.5% |
| Participant deferral / active EE | $5,467 | $7,297-25.1% | $9,131-40.1% | $4,647+17.6% |
| Admin fee / account holder | $219 | $254-13.6% | $13,901-98.4% | $430-49.0% |