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 27 · EIN 84-4519624 | Advisory (Plan) | $17,500 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $7,500 |
Filed as: NORTHEAST SERIES OF LOCKTONCOMPANI Service code 27 · EIN 20-5846304 | Advisory (Plan) | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,225 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,258 | $64,119+92.2% | $112,228+9.8% | $66,914+84.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -18.86% | -13.81%-5.1pp | 27.45%-46.3pp | 1.58%-20.4pp |
| Employer contribution / active EE | $7,643 | $3,005+154.3% | $3,635+110.3% | $2,544+200.4% |
| Participant deferral / active EE | $8,300 | $3,693+124.7% | $4,728+75.5% | $4,237+95.9% |
| Admin fee / account holder | -$3 | $625-100.5% | $6,410-100.0% | $593-100.5% |