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 year Filed as: CREATIVE PLANNING, LLC Service code 27 5454 W 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $48,896 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $35,836 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,372 | $79,171-22.5% | $102,423-40.1% | $74,495-17.6% |
| Participation rate | 94.7% | 74.8%+19.9pp | 76.5%+18.2pp | 67.2%+27.5pp |
| Annual return | 17.24% | 54.93%-37.7pp | 29.32%-12.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $5,487 | $2,362+132.3% | $3,023+81.5% | $2,623+109.2% |
| Participant deferral / active EE | $3,942 | $4,415-10.7% | $5,053-22.0% | $4,346-9.3% |
| Admin fee / account holder | $576 | $2,001-71.2% | $9,451-93.9% | $1,942-70.3% |