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 4-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 26 · EIN 71-0294708 | Advisory (Participants) | $133,970 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $66,245 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $49,868 | $129,021-61.3% | $184,203-72.9% | $77,643-35.8% |
| Participation rate | 95.7% | 87.3%+8.4pp | 86.8%+8.9pp | 70.6%+25.1pp |
| Annual return | 15.41% | 33.27%-17.9pp | 28.81%-13.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $3,752 | $4,413-15.0% | $6,427-41.6% | $2,726+37.7% |
| Participant deferral / active EE | $7,019 | $7,297-3.8% | $9,131-23.1% | $4,647+51.0% |
| Admin fee / account holder | $183 | $254-28.0% | $13,901-98.7% | $430-57.5% |