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 LLC2 years Filed as: CREATIVE PLANNING Service code 27 5440 W 110TH STREET · LEAWOOD, KS 662111218 | Advisory (Plan) | $10,069 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 28 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,837 | $80,717-68.0% | $154,803-83.3% | $84,808-69.5% |
| Participation rate | 87.1% | 66.8%+20.3pp | 78.1%+9.0pp | 68.3%+18.8pp |
| Annual return | 10.95% | 37.96%-27.0pp | 58.88%-47.9pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,154 | $2,761-58.2% | $4,305-73.2% | $2,631-56.1% |
| Participant deferral / active EE | $3,659 | $3,303+10.8% | $5,540-34.0% | $4,212-13.1% |
| Admin fee / account holder | $155 | $6,746-97.7% | $14,329-98.9% | $7,344-97.9% |