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Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $102,151 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $50,284 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,526 | $176,811-62.9% | $147,005-55.4% | - |
| Participation rate | 75.8% | 76.9%-1.1pp | 82.2%-6.4pp | - |
| Annual return | 14.31% | 11.59%+2.7pp | 418.76%-404.5pp | - |
| Employer contribution / active EE | $5,229 | $3,294+58.8% | $4,934+6.0% | - |
| Participant deferral / active EE | $11,605 | $6,900+68.2% | $8,070+43.8% | - |
| Admin fee / account holder | $229 | $27,451-99.2% | $13,006-98.2% | - |