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 37 · EIN 04-2647786 | Loan Processing | $70,460 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $67,500 |
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 | $104,964 | $95,274+10.2% | $135,903-22.8% | $74,419+41.0% |
| Participation rate | 97.6% | 78.2%+19.4pp | 81.9%+15.7pp | 70.7%+26.9pp |
| Annual return | 20.09% | 32.77%-12.7pp | 68.23%-48.1pp | 34.38%-14.3pp |
| Employer contribution / active EE | $5,665 | $3,874+46.2% | $4,856+16.7% | $2,637+114.8% |
| Participant deferral / active EE | $12,412 | $7,782+59.5% | $7,758+60.0% | $4,528+174.1% |
| Admin fee / account holder | $151 | $266-43.3% | $10,762-98.6% | $348-56.6% |