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 9-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 HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $12,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,284 | $58,320-46.4% | $86,436-63.8% | $66,914-53.2% |
| Participation rate | 88.0% | 78.6%+9.4pp | 80.3%+7.7pp | 69.8%+18.2pp |
| Annual return | -14.35% | -9.71%-4.6pp | 4394.89%-4409.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $3,037 | $2,615+16.1% | $3,769-19.4% | $2,544+19.4% |
| Participant deferral / active EE | $5,673 | $6,899-17.8% | $6,952-18.4% | $4,237+33.9% |
| Admin fee / account holder | $27 | $546-95.1% | $6,731-99.6% | $593-95.5% |