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 8-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 LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 16 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Consulting | $25,386 |
Service code 64 · EIN 16-1450952 | Recordkeeping Fees | $11,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,358 | $50,815-30.4% | $155,509-77.3% | $77,643-54.5% |
| Participation rate | 43.0% | 63.1%-20.1pp | 78.2%-35.2pp | 70.6%-27.6pp |
| Annual return | 22.91% | 34.80%-11.9pp | 64.67%-41.8pp | 31.24%-8.3pp |
| Employer contribution / active EE | $1,474 | $1,993-26.0% | $4,672-68.4% | $2,726-45.9% |
| Participant deferral / active EE | $3,936 | $2,822+39.5% | $5,626-30.0% | $4,647-15.3% |
| Admin fee / account holder | $235 | $437-46.2% | $15,912-98.5% | $430-45.5% |