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 LLC4 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $75,395 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 | Other Services | $43,781 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,830 |
ASCENSUS LLC5 years Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
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 | $51,215 | $103,641-50.6% | $107,525-52.4% | $102,872-50.2% |
| Participation rate | 90.8% | 79.4%+11.4pp | 75.1%+15.7pp | 73.0%+17.8pp |
| Annual return | 16.53% | 13.08%+3.4pp | 181.32%-164.8pp | 19.06%-2.5pp |
| Employer contribution / active EE | $1,621 | $5,096-68.2% | $3,754-56.8% | $3,526-54.0% |
| Participant deferral / active EE | $4,624 | $3,789+22.0% | $5,116-9.6% | $5,535-16.5% |
| Admin fee / account holder | $86 | $276-68.8% | $8,919-99.0% | $292-70.5% |