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) | $71,656 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $37,121 |
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 | $58,859 | $96,486-39.0% | $153,485-61.7% | $77,643-24.2% |
| Participation rate | 54.2% | 81.6%-27.5pp | 77.1%-22.9pp | 70.6%-16.4pp |
| Annual return | 13.21% | 14.44%-1.2pp | 15.65%-2.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,799 | $5,224-46.4% | $5,039-44.4% | $2,726+2.7% |
| Participant deferral / active EE | $4,827 | $6,609-27.0% | $6,757-28.6% | $4,647+3.9% |
| Admin fee / account holder | $308 | $182+68.6% | $12,724-97.6% | $430-28.5% |