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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.
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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 LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $27,137 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,562 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 84-4519624 | Advisory (Participants) | $5,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $162,491 | $91,407+77.8% | $135,903+19.6% | $71,457+127.4% |
| Participation rate | 48.5% | 75.7%-27.2pp | 81.9%-33.4pp | 67.9%-19.4pp |
| Annual return | 19.59% | 29.90%-10.3pp | 68.23%-48.6pp | 28.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,249 | $7,092+2.2% | $7,758-6.6% | $4,289+69.0% |
| Admin fee / account holder | $582 | $1,266-54.0% | $10,762-94.6% | $1,587-63.3% |