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.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $59,881 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $36,624 |
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 | $168,791 | $106,028+59.2% | $146,958+14.9% | $77,643+117.4% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 15.26% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $12,330 | $4,063+203.5% | $4,933+150.0% | $2,726+352.3% |
| Participant deferral / active EE | $13,562 | $7,990+69.7% | $8,070+68.1% | $4,647+191.8% |
| Admin fee / account holder | $364 | $337+7.9% | $12,998-97.2% | $430-15.4% |