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 LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 11350 TOMAHAWK CREEK PKWY · LEAWOOD, KS 66211 | Advisory (Plan) | $79,547 |
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 | $80,527 | $66,310+21.4% | $93,606-14.0% | $65,185+23.5% |
| Participation rate | 85.5% | 74.0%+11.5pp | 75.8%+9.6pp | 70.2%+15.3pp |
| Annual return | 21.67% | 42.58%-20.9pp | 32.76%-11.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $2,307 | $2,012+14.7% | $2,718-15.1% | $2,177+6.0% |
| Participant deferral / active EE | $3,234 | $3,342-3.2% | $4,069-20.5% | $3,514-8.0% |
| Admin fee / account holder | $463 | $6,897-93.3% | $7,888-94.1% | $847-45.4% |