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 Service code 27 5454 W. 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $114,040 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $69,450 |
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 | $72,017 | $88,890-19.0% | $102,423-29.7% | $77,643-7.2% |
| Participation rate | 81.8% | 80.9%+0.9pp | 76.5%+5.3pp | 70.6%+11.3pp |
| Annual return | 12.23% | 24.98%-12.8pp | 29.32%-17.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,975 | $2,698-26.8% | $3,023-34.7% | $2,726-27.5% |
| Participant deferral / active EE | $2,887 | $5,145-43.9% | $5,053-42.9% | $4,647-37.9% |
| Admin fee / account holder | $256 | $235+8.9% | $9,451-97.3% | $430-40.4% |