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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $141,254 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,113 | $110,299-24.6% | $102,423-18.9% | $199,593-58.4% |
| Participation rate | 98.6% | 86.3%+12.3pp | 76.5%+22.1pp | 72.0%+26.6pp |
| Annual return | 14.50% | 35.73%-21.2pp | 29.32%-14.8pp | 34.25%-19.7pp |
| Employer contribution / active EE | $3,225 | $3,603-10.5% | $3,023+6.7% | $3,034+6.3% |
| Participant deferral / active EE | $6,707 | $6,376+5.2% | $5,053+32.7% | $5,087+31.9% |
| Admin fee / account holder | $91 | $122-25.2% | $9,451-99.0% | $269-66.0% |