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 7-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 37 · EIN 04-2647786 | Loan Processing | $70,883 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $64,597 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,703 | $61,058-26.8% | $71,209-37.2% | $85,563-47.8% |
| Participation rate | 91.7% | 58.6%+33.1pp | 73.8%+17.9pp | 66.0%+25.7pp |
| Annual return | 16.47% | 100.41%-83.9pp | 282.51%-266.0pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,551 | $2,199-29.4% | $2,721-43.0% | $2,654-41.5% |
| Participant deferral / active EE | $5,706 | $3,173+79.9% | $4,175+36.7% | $4,375+30.4% |
| Admin fee / account holder | $170 | $855-80.1% | $5,349-96.8% | $834-79.6% |