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 LLC1 year Filed as: CREATIVE PLANNING INC. Service code 16 · EIN 43-1270780 | Consulting | $85,626 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,913 | $221,442-86.0% | $92,233-66.5% | $77,958-60.3% |
| Participation rate | 95.2% | 79.6%+15.6pp | 76.5%+18.7pp | 71.6%+23.5pp |
| Annual return | 22.58% | 15.65%+6.9pp | 176.28%-153.7pp | 20.87%+1.7pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $3,679-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,962 | $2,779+42.5% | $3,897+1.7% | $3,537+12.0% |
| Admin fee / account holder | $64 | $210-69.6% | $5,194-98.8% | $97-34.5% |