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 HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,252 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,474 | $76,670+71.5% | $96,683+36.0% | $71,457+84.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 18.48% | 48.29%-29.8pp | 35.69%-17.2pp | 28.85%-10.4pp |
| Employer contribution / active EE | $5,367 | $3,031+77.1% | $3,737+43.6% | $2,588+107.4% |
| Participant deferral / active EE | $7,356 | $3,771+95.1% | $4,878+50.8% | $4,289+71.5% |
| Admin fee / account holder | -$48 | $2,028-102.4% | $6,730-100.7% | $1,587-103.1% |