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 5-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 LLC3 years Filed as: CREATIVE PLANNING HOLD CO. LLC Service code 99 | Other Fees | $16,002 |
TRINITY PENSION CONSULTANTS5+ years Filed as: TRINITY PENSION CONSULTANTS INC Service code 49 · EIN 20-4548831 | Other Services | $3,130 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,608 | $87,870-27.6% | $113,168-43.8% | $74,304-14.4% |
| Participation rate | 59.3% | 70.7%-11.4pp | 76.6%-17.3pp | 60.3%-1.0pp |
| Annual return | 14.23% | 26.44%-12.2pp | 24.27%-10.0pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,653 | $2,277-27.4% | $2,975-44.5% | $2,241-26.3% |
| Participant deferral / active EE | $2,646 | $4,241-37.6% | $5,107-48.2% | $3,767-29.8% |
| Admin fee / account holder | $73 | $3,368-97.8% | $12,068-99.4% | $2,969-97.5% |