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 LLC2 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $17,110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,672 | $69,477-32.8% | $94,646-50.7% | $71,457-34.7% |
| Participation rate | 84.8% | 78.4%+6.3pp | 80.8%+4.0pp | 67.9%+16.9pp |
| Annual return | 20.36% | 29.66%-9.3pp | 156.71%-136.3pp | 28.85%-8.5pp |
| Employer contribution / active EE | $2,237 | $2,853-21.6% | $3,672-39.1% | $2,588-13.6% |
| Participant deferral / active EE | $5,931 | $7,345-19.2% | $7,418-20.0% | $4,289+38.3% |
| Admin fee / account holder | $139 | $1,210-88.5% | $7,231-98.1% | $1,587-91.2% |