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 13 · EIN 42-0127290 | Contract Administrator | $142,751 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $67,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $105,710 | $45,031+134.8% | $84,966+24.4% | $77,643+36.1% |
| Participation rate | 61.5% | 48.7%+12.9pp | 67.5%-6.0pp | 70.6%-9.0pp |
| Annual return | 20.82% | 79.22%-58.4pp | 66.38%-45.6pp | 31.24%-10.4pp |
| Employer contribution / active EE | $2,361 | $1,609+46.7% | $2,727-13.4% | $2,726-13.4% |
| Participant deferral / active EE | $6,010 | $2,807+114.1% | $4,519+33.0% | $4,647+29.3% |
| Admin fee / account holder | $286 | $912-68.7% | $6,149-95.4% | $430-33.7% |