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 | $147,447 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $84,492 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,655 |
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 | $45,872 | $110,299-58.4% | $102,423-55.2% | $199,593-77.0% |
| Participation rate | 98.9% | 86.3%+12.6pp | 76.5%+22.4pp | 72.0%+26.9pp |
| Annual return | 13.03% | 35.73%-22.7pp | 29.32%-16.3pp | 34.25%-21.2pp |
| Employer contribution / active EE | $1,372 | $3,603-61.9% | $3,023-54.6% | $3,034-54.8% |
| Participant deferral / active EE | $5,701 | $6,376-10.6% | $5,053+12.8% | $5,087+12.1% |
| Admin fee / account holder | $124 | $122+1.1% | $9,451-98.7% | $269-54.0% |