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 6-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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $10,889 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,000 |
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 | $32,334 | $68,719-52.9% | $91,541-64.7% | $84,808-61.9% |
| Participation rate | 96.9% | 64.5%+32.4pp | 69.8%+27.1pp | 68.3%+28.6pp |
| Annual return | 14.03% | 19.12%-5.1pp | 20.50%-6.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,261 | $1,920+17.8% | $2,505-9.7% | $2,631-14.1% |
| Participant deferral / active EE | $5,939 | $3,136+89.4% | $4,008+48.2% | $4,212+41.0% |
| Admin fee / account holder | $92 | $5,786-98.4% | $6,956-98.7% | $7,344-98.7% |