See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $67,859 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,813 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,411 | $132,049-52.7% | $200,582-68.9% | $74,304-16.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 26.86% | 22.22%+4.6pp | 42.33%-15.5pp | 29.43%-2.6pp |
| Employer contribution / active EE | $2,180 | $4,558-52.2% | $6,419-66.0% | $2,241-2.7% |
| Participant deferral / active EE | $11,442 | $7,213+58.6% | $9,331+22.6% | $3,767+203.7% |
| Admin fee / account holder | $373 | $2,405-84.5% | $16,305-97.7% | $2,969-87.4% |