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 |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING INC. Service code 16 · EIN 43-1270780 | Consulting | $80,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,875 |
01 year Service code 16 · EIN 84-4519624 | Consulting | $20,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,164 | $81,719-50.9% | $101,248-60.3% | $90,288-55.5% |
| Participation rate | 96.0% | 80.7%+15.3pp | 75.8%+20.2pp | 73.4%+22.6pp |
| Annual return | 19.09% | 337.64%-318.5pp | 46.47%-27.4pp | 53.97%-34.9pp |
| Employer contribution / active EE | $764 | $3,622-78.9% | $3,660-79.1% | $2,524-69.7% |
| Participant deferral / active EE | $5,024 | $3,310+51.8% | $4,370+15.0% | $4,232+18.7% |
| Admin fee / account holder | $38 | $162-76.7% | $5,945-99.4% | $114-67.0% |