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 LLC1 year Filed as: CREATIVE PLANNING, INC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $37,492 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,821 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,210 | $84,784-33.7% | $98,439-42.9% | $74,419-24.5% |
| Participation rate | 71.9% | 81.5%-9.6pp | 75.2%-3.3pp | 70.7%+1.2pp |
| Annual return | 15.11% | 20.59%-5.5pp | 21.16%-6.0pp | 34.38%-19.3pp |
| Employer contribution / active EE | $1,194 | $3,364-64.5% | $3,048-60.8% | $2,637-54.7% |
| Participant deferral / active EE | $4,194 | $5,218-19.6% | $4,738-11.5% | $4,528-7.4% |
| Admin fee / account holder | $229 | $204+12.2% | $8,948-97.4% | $348-34.1% |