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 LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $81,728 |
Service code 37 · EIN 04-2647786 | Loan Processing | $69,882 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,973 | $92,055-27.2% | $106,213-36.9% | $77,643-13.7% |
| Participation rate | 90.3% | 81.0%+9.3pp | 75.3%+15.0pp | 70.6%+19.7pp |
| Annual return | 14.73% | 17.91%-3.2pp | 116.14%-101.4pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,017 | $3,367-40.1% | $3,171-36.4% | $2,726-26.0% |
| Participant deferral / active EE | $6,086 | $5,386+13.0% | $5,016+21.3% | $4,647+31.0% |
| Admin fee / account holder | $121 | $219-44.8% | $11,033-98.9% | $430-71.9% |