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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $49,874 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $24,163 |
Service code 99 · EIN 20-8874282 | Other Fees | $5,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $41,546 | $72,482-42.7% | $129,110-67.8% | $64,808-35.9% |
| Participation rate | 39.5% | 79.2%-39.7pp | 77.3%-37.7pp | 71.5%-32.0pp |
| Annual return | -13.65% | -9.08%-4.6pp | -10.94%-2.7pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,378 | $4,247-67.6% | $5,052-72.7% | $2,506-45.0% |
| Participant deferral / active EE | $3,547 | $5,679-37.5% | $6,542-45.8% | $4,310-17.7% |
| Admin fee / account holder | $251 | $144+73.7% | $14,302-98.2% | $188+33.5% |