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 LLC5 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 11350 TOMAHAWK CREEK PKWY · LEAWOOD, KS 66211 | Advisory (Plan) | $98,113 |
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 | $84,547 | $65,435+29.2% | $86,677-2.5% | $66,914+26.4% |
| Participation rate | 81.0% | 75.5%+5.5pp | 76.6%+4.4pp | 69.8%+11.1pp |
| Annual return | -16.97% | -10.89%-6.1pp | 35.91%-52.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,737 | $2,153+27.1% | $2,836-3.5% | $2,544+7.6% |
| Participant deferral / active EE | $4,450 | $4,100+8.5% | $4,656-4.4% | $4,237+5.0% |
| Admin fee / account holder | $584 | $642-9.0% | $7,493-92.2% | $593-1.6% |