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 3-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 13 · EIN 42-0127290 | Contract Administrator | $4,032 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
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 | $118,548 | $79,700+48.7% | $153,485-22.8% | $74,495+59.1% |
| Participation rate | 94.9% | 69.8%+25.1pp | 77.1%+17.8pp | 67.2%+27.7pp |
| Annual return | 18.73% | 15.07%+3.7pp | 15.65%+3.1pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $4,096 | $4,016+2.0% | $5,039-18.7% | $2,623+56.1% |
| Participant deferral / active EE | $12,423 | $5,315+133.7% | $6,757+83.8% | $4,346+185.9% |
| Admin fee / account holder | $24 | $1,790-98.7% | $12,724-99.8% | $1,942-98.8% |