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 LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $35,418 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $103,300 | $88,982+16.1% | $102,438+0.8% | $77,671+33.0% |
| Participation rate | 48.4% | 80.9%-32.6pp | 76.5%-28.1pp | 70.6%-22.2pp |
| Annual return | 12.25% | 25.01%-12.8pp | 29.37%-17.1pp | 31.21%-19.0pp |
| Employer contribution / active EE | $155 | $2,698-94.3% | $3,024-94.9% | $2,726-94.3% |
| Participant deferral / active EE | $2,836 | $5,144-44.9% | $5,054-43.9% | $4,648-39.0% |
| Admin fee / account holder | $219 | $236-7.1% | $9,448-97.7% | $430-49.2% |