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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 5440 W 110TH STREET · LEAWOOD, KS 662111218 | Advisory (Plan) | $8,781 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 28 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,652 | $55,415-57.3% | $155,509-84.8% | $74,495-68.3% |
| Participation rate | 78.3% | 61.9%+16.4pp | 78.2%+0.1pp | 67.2%+11.1pp |
| Annual return | 14.39% | 268.50%-254.1pp | 64.67%-50.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $902 | $2,267-60.2% | $4,672-80.7% | $2,623-65.6% |
| Participant deferral / active EE | $3,100 | $2,836+9.3% | $5,626-44.9% | $4,346-28.7% |
| Admin fee / account holder | $98 | $1,738-94.4% | $15,912-99.4% | $1,942-95.0% |