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 8-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 LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $85,631 |
Service code 37 · EIN 04-2647786 | Loan Processing | $79,294 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,086 | $84,784-25.6% | $98,439-35.9% | $74,419-15.2% |
| Participation rate | 84.7% | 81.5%+3.2pp | 75.2%+9.6pp | 70.7%+14.0pp |
| Annual return | -2.37% | 20.59%-23.0pp | 21.16%-23.5pp | 34.38%-36.8pp |
| Employer contribution / active EE | $2,216 | $3,364-34.1% | $3,048-27.3% | $2,637-16.0% |
| Participant deferral / active EE | $6,211 | $5,218+19.0% | $4,738+31.1% | $4,528+37.2% |
| Admin fee / account holder | $135 | $204-33.9% | $8,948-98.5% | $348-61.2% |