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 13 · EIN 42-0127290 | Contract Administrator | $73,967 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $26,058 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 13 · EIN 13-3036745 | Contract Administrator | $18,916 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,369 | $129,021-73.4% | $184,203-81.3% | $77,643-55.7% |
| Participation rate | 90.9% | 87.3%+3.5pp | 86.8%+4.1pp | 70.6%+20.3pp |
| Annual return | 17.67% | 33.27%-15.6pp | 28.81%-11.1pp | 31.24%-13.6pp |
| Employer contribution / active EE | $1,126 | $4,413-74.5% | $6,427-82.5% | $2,726-58.7% |
| Participant deferral / active EE | $5,030 | $7,297-31.1% | $9,131-44.9% | $4,647+8.2% |
| Admin fee / account holder | $147 | $254-42.1% | $13,901-98.9% | $430-65.8% |