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 | $40,446 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 27 5454 W. 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $39,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,584 | $50,815+5.5% | $155,509-65.5% | $77,643-31.0% |
| Participation rate | 65.4% | 63.1%+2.3pp | 78.2%-12.7pp | 70.6%-5.1pp |
| Annual return | 12.33% | 34.80%-22.5pp | 64.67%-52.3pp | 31.24%-18.9pp |
| Employer contribution / active EE | $2,077 | $1,993+4.2% | $4,672-55.5% | $2,726-23.8% |
| Participant deferral / active EE | $3,026 | $2,822+7.2% | $5,626-46.2% | $4,647-34.9% |
| Admin fee / account holder | $293 | $437-32.8% | $15,912-98.2% | $430-31.8% |