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 | $31,386 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 5454 W. 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $30,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,117 | $47,126-23.4% | $149,673-75.9% | $74,419-51.5% |
| Participation rate | 64.4% | 63.4%+1.0pp | 78.8%-14.4pp | 70.7%-6.4pp |
| Annual return | 19.03% | 22.75%-3.7pp | 134.42%-115.4pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,881 | $1,905-1.3% | $4,818-61.0% | $2,637-28.7% |
| Participant deferral / active EE | $2,883 | $2,728+5.7% | $5,680-49.2% | $4,528-36.3% |
| Admin fee / account holder | $182 | $343-46.8% | $13,210-98.6% | $348-47.6% |