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 LLC5 years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $65,144 |
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 | $64,024 | $86,897-26.3% | $151,611-57.8% | $64,808-1.2% |
| Participation rate | 94.8% | 87.3%+7.6pp | 87.5%+7.3pp | 71.5%+23.4pp |
| Annual return | -15.15% | -3.57%-11.6pp | 3.33%-18.5pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,572 | $4,010-60.8% | $6,166-74.5% | $2,506-37.3% |
| Participant deferral / active EE | $4,529 | $6,690-32.3% | $8,363-45.8% | $4,310+5.1% |
| Admin fee / account holder | $196 | $153+28.4% | $11,616-98.3% | $188+4.6% |