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 LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 5440 W 110TH ST. · OVERLAND, KS 66211 | Advisory (Participants) | $7,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,200 | $51,197-46.9% | $82,719-67.1% | $66,914-59.4% |
| Participation rate | 26.9% | 67.8%-40.9pp | 72.6%-45.6pp | 69.8%-42.9pp |
| Annual return | -17.63% | -9.64%-8.0pp | 701.18%-718.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $448 | $2,611-82.8% | $3,009-85.1% | $2,544-82.4% |
| Participant deferral / active EE | $1,060 | $3,458-69.3% | $4,395-75.9% | $4,237-75.0% |
| Admin fee / account holder | $169 | $416-59.4% | $5,329-96.8% | $593-71.6% |