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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,341 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $140,908 | $119,446+18.0% | $150,045-6.1% | $85,563+64.7% |
| Participation rate | 93.7% | 75.4%+18.3pp | 82.3%+11.4pp | 66.0%+27.7pp |
| Annual return | 13.80% | 23.72%-9.9pp | 62.55%-48.8pp | 31.51%-17.7pp |
| Employer contribution / active EE | $3,935 | $4,078-3.5% | $4,693-16.2% | $2,654+48.3% |
| Participant deferral / active EE | $10,699 | $7,985+34.0% | $7,997+33.8% | $4,375+144.5% |
| Admin fee / account holder | $29 | $548-94.8% | $13,435-99.8% | $834-96.6% |