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 LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $12,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,574 | $79,013-25.9% | $100,391-41.7% | $74,495-21.4% |
| Participation rate | 95.5% | 79.5%+16.0pp | 81.5%+14.0pp | 67.2%+28.3pp |
| Annual return | 14.64% | 20.41%-5.8pp | 49.20%-34.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,698 | $3,021-10.7% | $3,942-31.5% | $2,623+2.9% |
| Participant deferral / active EE | $7,186 | $7,760-7.4% | $8,082-11.1% | $4,346+65.4% |
| Admin fee / account holder | $84 | $1,320-93.6% | $7,899-98.9% | $1,942-95.7% |