Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $30,709 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 · EIN 11-3665754 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $17,425 |
KASASA LTD1 year Service code 99 · EIN 20-4116110 | Other Fees | $13,071 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,172 | $101,653-36.9% | $147,080-56.4% | $74,459-13.8% |
| Participation rate | 88.4% | 75.6%+12.9pp | 82.2%+6.3pp | 67.2%+21.2pp |
| Annual return | 12.90% | 8754.98%-8742.1pp | 420.17%-407.3pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $1,040 | $3,813-72.7% | $4,933-78.9% | $2,626-60.4% |
| Participant deferral / active EE | $6,976 | $7,304-4.5% | $8,066-13.5% | $4,350+60.4% |
| Admin fee / account holder | $111 | $1,752-93.7% | $12,989-99.1% | $1,945-94.3% |