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 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $251,702 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $64,179 |
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 | $65,579 | $31,741+106.6% | $56,441+16.2% | $199,768-67.2% |
| Participation rate | 92.0% | 32.3%+59.6pp | 52.5%+39.5pp | 72.0%+20.0pp |
| Annual return | 16.89% | 14.72%+2.2pp | 1704.21%-1687.3pp | 34.26%-17.4pp |
| Employer contribution / active EE | $4,651 | $508+816.3% | $1,039+347.6% | $3,037+53.2% |
| Participant deferral / active EE | $10,395 | $1,184+778.0% | $1,953+432.3% | $5,090+104.2% |
| Admin fee / account holder | $95 | $426-77.8% | $2,829-96.7% | $269-64.9% |