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 4-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, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $7,445 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $414,698-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 46.8%-46.8pp | 2.1%-2.1pp |
| Annual return | 10.90% | 8.40%+2.5pp | 8.80%+2.1pp | 9.14%+1.8pp |
| Employer contribution / active EE | $6,839 | $16,322-58.1% | $29,429-76.8% | $19,963-65.7% |
| Participant deferral / active EE | $0 | $0 | $58-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,933-100.0% | $200-100.0% |