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) | $52,268 |
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $25,000 |
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 | $39,252 | $89,436-56.1% | $164,813-76.2% | $77,643-49.4% |
| Participation rate | 94.3% | 78.6%+15.7pp | 78.6%+15.7pp | 70.6%+23.8pp |
| Annual return | 15.07% | 28.83%-13.8pp | 69.93%-54.9pp | 31.24%-16.2pp |
| Employer contribution / active EE | $3,130 | $2,569+21.8% | $4,341-27.9% | $2,726+14.8% |
| Participant deferral / active EE | $5,892 | $4,897+20.3% | $6,031-2.3% | $4,647+26.8% |
| Admin fee / account holder | $60 | $339-82.4% | $12,690-99.5% | $430-86.1% |