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 LLC7 years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $77,209 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,193 | $129,021-26.2% | $184,203-48.3% | $77,643+22.6% |
| Participation rate | 90.4% | 87.3%+3.1pp | 86.8%+3.6pp | 70.6%+19.9pp |
| Annual return | 13.19% | 33.27%-20.1pp | 28.81%-15.6pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,499 | $4,413-43.4% | $6,427-61.1% | $2,726-8.3% |
| Participant deferral / active EE | $4,928 | $7,297-32.5% | $9,131-46.0% | $4,647+6.0% |
| Admin fee / account holder | $247 | $254-2.5% | $13,901-98.2% | $430-42.5% |