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 LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 11350 TOMAHAWK CREEK PKWY · LEAWOOD, KS 66211 | Advisory (Plan) | $103,078 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,497 | $84,936+31.3% | $111,297+0.2% | $79,386+40.4% |
| Participation rate | 82.8% | 75.9%+7.0pp | 77.3%+5.5pp | 70.7%+12.1pp |
| Annual return | 13.80% | 17.45%-3.7pp | 54.65%-40.8pp | 116.85%-103.0pp |
| Employer contribution / active EE | $2,424 | $1,979+22.5% | $2,731-11.2% | $2,427-0.1% |
| Participant deferral / active EE | $3,682 | $3,888-5.3% | $4,487-18.0% | $4,046-9.0% |
| Admin fee / account holder | $649 | $537+20.9% | $7,964-91.8% | $626+3.6% |