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 |
|---|---|---|
Filed as: KREATIV RETIREMENT PLAN SOL LLC Service code 27 · EIN 82-2520151 | Advisory (Plan) | $23,072 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,406 |
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 | $50,555 | $79,171-36.1% | $102,423-50.6% | $74,495-32.1% |
| Participation rate | 86.4% | 74.8%+11.6pp | 76.5%+10.0pp | 67.2%+19.2pp |
| Annual return | 20.67% | 54.93%-34.3pp | 29.32%-8.7pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $1,980 | $2,362-16.2% | $3,023-34.5% | $2,623-24.5% |
| Participant deferral / active EE | $3,985 | $4,415-9.7% | $5,053-21.1% | $4,346-8.3% |
| Admin fee / account holder | $117 | $2,001-94.2% | $9,451-98.8% | $1,942-94.0% |