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 4-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 LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $48,183 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,498 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,300 | $122,239-55.6% | $184,200-70.5% | $74,546-27.2% |
| Participation rate | 97.7% | 85.5%+12.3pp | 86.8%+10.9pp | 67.2%+30.5pp |
| Annual return | 34.05% | 19.95%+14.1pp | 28.80%+5.3pp | 1366.03%-1332.0pp |
| Employer contribution / active EE | $5,931 | $4,537+30.7% | $6,424-7.7% | $2,624+126.0% |
| Participant deferral / active EE | $11,953 | $7,139+67.4% | $9,132+30.9% | $4,347+174.9% |
| Admin fee / account holder | $310 | $1,260-75.4% | $13,907-97.8% | $1,944-84.0% |