See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $23,283 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $15,099 |
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 | $104,249 | $109,881-5.1% | $150,045-30.5% | $84,808+22.9% |
| Participation rate | 92.2% | 76.1%+16.1pp | 82.3%+9.9pp | 68.3%+23.9pp |
| Annual return | 18.18% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $5,835 | $3,561+63.9% | $4,693+24.3% | $2,631+121.8% |
| Participant deferral / active EE | $11,280 | $6,636+70.0% | $7,997+41.0% | $4,212+167.8% |
| Admin fee / account holder | $307 | $8,568-96.4% | $13,435-97.7% | $7,344-95.8% |