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 10-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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 5454 W 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $20,961 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $11,170 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $64,184 | $75,923-15.5% | $102,438-37.3% | - |
| Participation rate | 100.0% | 71.4%+28.6pp | 76.5%+23.5pp | - |
| Annual return | 15.03% | 15.12%-0.1pp | 29.37%-14.3pp | - |
| Employer contribution / active EE | $2,514 | $2,206+14.0% | $3,024-16.9% | - |
| Participant deferral / active EE | $6,494 | $4,258+52.5% | $5,054+28.5% | - |
| Admin fee / account holder | $257 | $11,449-97.8% | $9,448-97.3% | - |