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 LLC1+ years Filed as: CREATIVE PLANNING INC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $31,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,349 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,331 | $54,320+55.2% | $67,652+24.7% | $52,331+61.2% |
| Participation rate | 93.8% | 73.6%+20.2pp | 75.7%+18.1pp | 68.1%+25.6pp |
| Annual return | 1.69% | 6.81%-5.1pp | 6625.04%-6623.3pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,962 | $1,544+27.1% | $2,266-13.4% | $1,882+4.2% |
| Participant deferral / active EE | $3,791 | $2,950+28.5% | $3,560+6.5% | $3,022+25.4% |
| Admin fee / account holder | $220 | $527-58.2% | $4,821-95.4% | $592-62.8% |