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.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1+ years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $9,661 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,731 |
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 | $59,990 | $91,407-34.4% | $135,903-55.9% | $71,457-16.0% |
| Participation rate | 78.3% | 75.7%+2.6pp | 81.9%-3.6pp | 67.9%+10.3pp |
| Annual return | 808.63% | 29.90%+778.7pp | 68.23%+740.4pp | 28.85%+779.8pp |
| Employer contribution / active EE | $2,046 | $3,703-44.7% | $4,856-57.9% | $2,588-20.9% |
| Participant deferral / active EE | $10,602 | $7,092+49.5% | $7,758+36.7% | $4,289+147.2% |
| Admin fee / account holder | $74 | $1,266-94.2% | $10,762-99.3% | $1,587-95.4% |