Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $55,948 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,986 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $13,283 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,023 | $89,067+13.4% | $102,423-1.4% | $77,714+30.0% |
| Participation rate | 88.7% | 80.9%+7.8pp | 76.5%+12.2pp | 70.6%+18.1pp |
| Annual return | 13.45% | 25.01%-11.6pp | 29.42%-16.0pp | 31.26%-17.8pp |
| Employer contribution / active EE | $2,348 | $2,699-13.0% | $3,023-22.3% | $2,727-13.9% |
| Participant deferral / active EE | $5,959 | $5,147+15.8% | $5,054+17.9% | $4,649+28.2% |
| Admin fee / account holder | $218 | $236-7.7% | $9,455-97.7% | $433-49.8% |