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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 | $45,095 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $39,983 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $138,115 | $101,317+36.3% | $146,958-6.0% | $74,495+85.4% |
| Participation rate | 85.4% | 75.5%+9.9pp | 82.2%+3.3pp | 67.2%+18.2pp |
| Annual return | 12.14% | 8730.91%-8718.8pp | 418.34%-406.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,686 | $3,810-29.5% | $4,933-45.6% | $2,623+2.4% |
| Participant deferral / active EE | $11,501 | $7,303+57.5% | $8,070+42.5% | $4,346+164.7% |
| Admin fee / account holder | $240 | $1,739-86.2% | $12,998-98.2% | $1,942-87.7% |