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 LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $64,993 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,438 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,739 | $101,317+49.8% | $146,958+3.3% | $74,495+103.7% |
| Participation rate | 92.1% | 75.5%+16.6pp | 82.2%+9.9pp | 67.2%+24.9pp |
| Annual return | 32.09% | 8730.91%-8698.8pp | 418.34%-386.2pp | 1364.94%-1332.9pp |
| Employer contribution / active EE | $5,619 | $3,810+47.5% | $4,933+13.9% | $2,623+114.2% |
| Participant deferral / active EE | $13,989 | $7,303+91.5% | $8,070+73.3% | $4,346+221.9% |
| Admin fee / account holder | $362 | $1,739-79.2% | $12,998-97.2% | $1,942-81.4% |