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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $51,055 |
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 | $162,479 | $49,915+225.5% | $154,803+5.0% | $74,304+118.7% |
| Participation rate | 97.8% | 54.0%+43.9pp | 78.1%+19.8pp | 60.3%+37.5pp |
| Annual return | 20.56% | 34.06%-13.5pp | 58.88%-38.3pp | 29.43%-8.9pp |
| Employer contribution / active EE | $6,840 | $1,611+324.5% | $4,305+58.9% | $2,241+205.2% |
| Participant deferral / active EE | $6,587 | $2,255+192.1% | $5,540+18.9% | $3,767+74.8% |
| Admin fee / account holder | $353 | $2,189-83.9% | $14,329-97.5% | $2,969-88.1% |