See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 99 5454 110TH ST · OVERLAND PARK, KS 66211 | Other Fees | $41,110 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,362 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,767 | $88,890-46.3% | $102,423-53.4% | $77,643-38.5% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.5%+21.5pp | 70.6%+27.4pp |
| Annual return | 12.02% | 24.98%-13.0pp | 29.32%-17.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,982 | $2,698-26.5% | $3,023-34.4% | $2,726-27.3% |
| Participant deferral / active EE | $3,925 | $5,145-23.7% | $5,053-22.3% | $4,647-15.5% |
| Admin fee / account holder | $260 | $235+10.6% | $9,451-97.2% | $430-39.5% |