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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $78,155 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $39,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,166 | $124,732-39.7% | $180,183-58.3% | $85,563-12.2% |
| Participation rate | 49.1% | 83.2%-34.1pp | 77.4%-28.3pp | 66.0%-16.9pp |
| Annual return | 19.11% | 17.73%+1.4pp | 27.86%-8.7pp | 31.51%-12.4pp |
| Employer contribution / active EE | $3,753 | $5,370-30.1% | $5,039-25.5% | $2,654+41.5% |
| Participant deferral / active EE | $4,795 | $7,763-38.2% | $6,822-29.7% | $4,375+9.6% |
| Admin fee / account holder | $337 | $294+14.9% | $19,975-98.3% | $834-59.6% |