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 LLC6 years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $56,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,753 | $42,353+116.6% | $79,550+15.3% | $64,808+41.6% |
| Participation rate | 39.6% | 64.8%-25.2pp | 69.5%-29.9pp | 71.5%-31.9pp |
| Annual return | -16.88% | -12.24%-4.6pp | 0.16%-17.0pp | 32.82%-49.7pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,286 | $3,170-27.9% | $3,985-42.6% | $4,310-47.0% |
| Admin fee / account holder | $442 | $160+176.9% | $6,832-93.5% | $188+135.3% |