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 · EIN 43-1270780 | Advisory (Plan) | $18,752 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,914 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,327 | $55,415+30.5% | $155,509-53.5% | $74,495-2.9% |
| Participation rate | 58.4% | 61.9%-3.5pp | 78.2%-19.8pp | 67.2%-8.8pp |
| Annual return | 10.27% | 268.50%-258.2pp | 64.67%-54.4pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $4,142 | $2,267+82.7% | $4,672-11.3% | $2,623+57.9% |
| Participant deferral / active EE | $3,528 | $2,836+24.4% | $5,626-37.3% | $4,346-18.8% |
| Admin fee / account holder | $272 | $1,738-84.4% | $15,912-98.3% | $1,942-86.0% |