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 HOLDCO, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $54,776 |
WIPFLI LLP7 years Service code 15 · EIN 39-0758499 | Recordkeeping | $28,539 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,968 | $65,908-36.3% | $81,812-48.7% | $77,643-45.9% |
| Participation rate | 89.5% | 65.8%+23.7pp | 72.3%+17.1pp | 70.6%+18.9pp |
| Annual return | 14.45% | 26.64%-12.2pp | 773.79%-759.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,716 | $2,370+56.8% | $2,912+27.6% | $2,726+36.3% |
| Participant deferral / active EE | $5,623 | $3,505+60.4% | $4,319+30.2% | $4,647+21.0% |
| Admin fee / account holder | $123 | $526-76.7% | $7,386-98.3% | $430-71.5% |