Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $18,698 |
Service code 15 · EIN 20-8874282 | Recordkeeping | $6,301 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,852 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,257 | $51,223+17.6% | $82,763-27.2% | $66,949-10.0% |
| Participation rate | 96.8% | 67.9%+28.8pp | 72.6%+24.2pp | 69.8%+26.9pp |
| Annual return | -6.03% | -9.85%+3.8pp | 702.45%-708.5pp | 1.57%-7.6pp |
| Employer contribution / active EE | $2,740 | $2,611+5.0% | $3,008-8.9% | $2,545+7.6% |
| Participant deferral / active EE | $4,797 | $3,460+38.6% | $4,395+9.1% | $4,239+13.2% |
| Admin fee / account holder | $151 | $415-63.6% | $5,325-97.2% | $594-74.6% |