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 LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $22,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$45,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,704 | $80,724+110.2% | $103,333+64.2% | $74,495+127.8% |
| Participation rate | 98.6% | 65.7%+32.9pp | 74.5%+24.1pp | 67.2%+31.4pp |
| Annual return | 17.01% | 27.56%-10.6pp | 24.88%-7.9pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $5,678 | $3,157+79.8% | $3,868+46.8% | $2,623+116.5% |
| Participant deferral / active EE | $7,496 | $3,860+94.2% | $5,057+48.2% | $4,346+72.5% |
| Admin fee / account holder | -$111 | $2,368-104.7% | $8,355-101.3% | $1,942-105.7% |