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 37 · EIN 04-2647786 | Loan Processing | $247,781 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $40,000 |
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 | $67,849 | $42,504+59.6% | $159,960-57.6% | $77,904-12.9% |
| Participation rate | 96.2% | 66.9%+29.3pp | 78.0%+18.2pp | 73.7%+22.5pp |
| Annual return | -16.89% | -12.43%-4.5pp | 408.60%-425.5pp | 12.21%-29.1pp |
| Employer contribution / active EE | $2,359 | $1,684+40.1% | $4,226-44.2% | $2,848-17.2% |
| Participant deferral / active EE | $6,919 | $3,919+76.5% | $6,182+11.9% | $4,806+44.0% |
| Admin fee / account holder | $72 | $98-26.0% | $8,698-99.2% | $133-45.5% |