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 LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $26,799 |
Service code 12 · EIN 83-3455979 | Recordkeeping fees; Direct payment fr... | $21,438 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,032 | $104,317-68.3% | $159,436-79.3% | $86,799-61.9% |
| Participation rate | 85.6% | 77.7%+7.9pp | 82.8%+2.8pp | 72.3%+13.3pp |
| Annual return | 19.89% | 26.32%-6.4pp | 263.57%-243.7pp | 97.91%-78.0pp |
| Employer contribution / active EE | $990 | $3,451-71.3% | $4,829-79.5% | $2,405-58.9% |
| Participant deferral / active EE | $5,752 | $6,837-15.9% | $7,352-21.8% | $4,131+39.2% |
| Admin fee / account holder | $137 | $172-20.7% | $10,799-98.7% | $170-19.4% |