Filed December 12, 2025
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 10-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 15 · EIN 16-1450952 | Recordkeeping | $30,645 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 5454 W. 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $29,937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,583 | $46,292-36.1% | $143,757-79.4% | $64,808-54.4% |
| Participation rate | 63.0% | 64.2%-1.2pp | 80.3%-17.3pp | 71.5%-8.5pp |
| Annual return | -18.54% | -10.05%-8.5pp | -0.04%-18.5pp | 32.82%-51.4pp |
| Employer contribution / active EE | $1,895 | $1,910-0.7% | $4,951-61.7% | $2,506-24.4% |
| Participant deferral / active EE | $2,848 | $2,646+7.7% | $5,637-49.5% | $4,310-33.9% |
| Admin fee / account holder | $187 | $154+21.6% | $14,673-98.7% | $188-0.4% |