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 | $68,985 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $60,235 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,099 | $100,227-59.0% | $169,993-75.8% | $74,419-44.8% |
| Participation rate | 94.8% | 87.3%+7.5pp | 87.0%+7.8pp | 70.7%+24.0pp |
| Annual return | 23.18% | 66.08%-42.9pp | 53.37%-30.2pp | 34.38%-11.2pp |
| Employer contribution / active EE | $2,538 | $4,263-40.5% | $6,785-62.6% | $2,637-3.8% |
| Participant deferral / active EE | $6,508 | $7,143-8.9% | $10,408-37.5% | $4,528+43.7% |
| Admin fee / account holder | $193 | $234-17.7% | $12,815-98.5% | $348-44.6% |