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 | $40,365 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $37,491 |
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 | $55,757 | $104,919-46.9% | $116,228-52.0% | $85,563-34.8% |
| Participation rate | 86.7% | 78.6%+8.1pp | 74.6%+12.1pp | 66.0%+20.7pp |
| Annual return | 18.05% | 15.38%+2.7pp | 90.06%-72.0pp | 31.51%-13.5pp |
| Employer contribution / active EE | $1,376 | $3,485-60.5% | $2,994-54.0% | $2,654-48.1% |
| Participant deferral / active EE | $4,421 | $5,306-16.7% | $4,953-10.7% | $4,375+1.1% |
| Admin fee / account holder | $194 | $429-54.7% | $11,989-98.4% | $834-76.7% |