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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $42,812 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $20,833 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,789 | $71,142-63.7% | $119,609-78.4% | $64,808-60.2% |
| Participation rate | 91.7% | 78.6%+13.1pp | 79.3%+12.5pp | 71.5%+20.3pp |
| Annual return | 57.84% | -10.01%+67.9pp | -14.97%+72.8pp | 32.82%+25.0pp |
| Employer contribution / active EE | $2,643 | $2,497+5.8% | $4,232-37.6% | $2,506+5.5% |
| Participant deferral / active EE | $4,193 | $4,490-6.6% | $5,602-25.2% | $4,310-2.7% |
| Admin fee / account holder | $49 | $162-69.7% | $10,323-99.5% | $188-73.8% |