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+ years Filed as: CREATIVE PLANNING SERVICES, INC. Service code 27 3400 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $111,326 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $42,939 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,471 | $72,770-23.8% | $67,652-18.0% | $55,191+0.5% |
| Participation rate | 86.0% | 78.8%+7.2pp | 75.7%+10.3pp | 69.2%+16.8pp |
| Annual return | -0.61% | -3.26%+2.7pp | 6625.04%-6625.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $1,759 | $1,769-0.6% | $2,266-22.3% | $1,899-7.3% |
| Participant deferral / active EE | $3,436 | $3,408+0.8% | $3,560-3.5% | $3,046+12.8% |
| Admin fee / account holder | $398 | $79+404.5% | $4,821-91.8% | $91+338.0% |