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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING INC. Service code 16 · EIN 43-1270780 | Consulting | $80,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,172 | $60,396-58.3% | $83,848-70.0% | $75,289-66.6% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.1%+12.8pp | 72.4%+16.5pp |
| Annual return | 0.78% | 3.84%-3.1pp | 850.88%-850.1pp | -0.04%+0.8pp |
| Employer contribution / active EE | $339 | $3,343-89.9% | $3,631-90.7% | $2,405-85.9% |
| Participant deferral / active EE | $3,567 | $2,922+22.1% | $4,082-12.6% | $3,739-4.6% |
| Admin fee / account holder | $44 | $141-68.7% | $5,478-99.2% | $102-56.7% |