See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $19,905 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,611 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,323 | $80,717+3.2% | $154,803-46.2% | $84,808-1.8% |
| Participation rate | 92.6% | 66.8%+25.7pp | 78.1%+14.5pp | 68.3%+24.2pp |
| Annual return | 14.83% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,177 | $2,761+87.5% | $4,305+20.2% | $2,631+96.8% |
| Participant deferral / active EE | $4,616 | $3,303+39.7% | $5,540-16.7% | $4,212+9.6% |
| Admin fee / account holder | $283 | $6,746-95.8% | $14,329-98.0% | $7,344-96.1% |