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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $13,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,719 | $49,138-9.0% | $84,015-46.8% | $65,185-31.4% |
| Participation rate | 49.0% | 60.7%-11.8pp | 69.0%-20.0pp | 70.2%-21.2pp |
| Annual return | 20.66% | 23.00%-2.3pp | 71.31%-50.6pp | 29.38%-8.7pp |
| Employer contribution / active EE | $645 | $914-29.4% | $1,983-67.5% | $2,177-70.4% |
| Participant deferral / active EE | $1,430 | $2,397-40.4% | $3,239-55.9% | $3,514-59.3% |
| Admin fee / account holder | $223 | $543-59.0% | $6,101-96.3% | $847-73.7% |