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 | $104,641 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $27,104 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $25,309 |
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 | $83,643 | $34,677+141.2% | $77,024+8.6% | $64,808+29.1% |
| Participation rate | 39.4% | 49.8%-10.4pp | 67.9%-28.5pp | 71.5%-32.0pp |
| Annual return | -15.83% | -5.33%-10.5pp | 42.32%-58.1pp | 32.82%-48.7pp |
| Employer contribution / active EE | $671 | $1,370-51.0% | $2,812-76.1% | $2,506-73.2% |
| Participant deferral / active EE | $3,691 | $2,556+44.4% | $4,426-16.6% | $4,310-14.4% |
| Admin fee / account holder | $285 | $179+59.7% | $5,425-94.7% | $188+51.8% |