Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,608 | $85,515-25.6% | $112,040-43.2% | $67,986-6.4% |
| Participation rate | 59.3% | 68.2%-8.9pp | 76.5%-17.2pp | 57.2%+2.1pp |
| Annual return | 14.23% | 29.68%-15.4pp | 24.52%-10.3pp | 31.67%-17.4pp |
| Employer contribution / active EE | $1,653 | $2,191-24.6% | $2,954-44.1% | $2,019-18.1% |
| Participant deferral / active EE | $2,646 | $4,014-34.1% | $5,098-48.1% | $3,358-21.2% |
| Admin fee / account holder | $73 | $3,774-98.1% | $12,098-99.4% | $3,203-97.7% |