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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,901 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $29,649 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,454 | $101,724-27.8% | $164,813-55.4% | $80,856-9.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.70% | 16.72%-2.0pp | 69.93%-55.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,450 | $2,953-17.1% | $4,341-43.6% | $2,755-11.1% |
| Participant deferral / active EE | $16,233 | $4,477+262.6% | $6,031+169.1% | $4,296+277.9% |
| Admin fee / account holder | $436 | $8,227-94.7% | $12,690-96.6% | $6,918-93.7% |