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 5-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 LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 14 · EIN 84-4519624 | Plan Administrator | $30,034 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $24,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,056 | $48,750-34.2% | $88,946-64.0% | $74,304-56.9% |
| Participation rate | 92.8% | 44.5%+48.3pp | 68.8%+24.0pp | 60.3%+32.5pp |
| Annual return | 16.52% | 25.91%-9.4pp | 57.82%-41.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,530 | $1,255+101.6% | $2,555-1.0% | $2,241+12.9% |
| Participant deferral / active EE | $6,313 | $2,423+160.5% | $4,581+37.8% | $3,767+67.6% |
| Admin fee / account holder | $226 | $3,756-94.0% | $8,261-97.3% | $2,969-92.4% |