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 LLC4 years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $69,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,548 | $111,491-23.3% | $189,513-54.9% | $86,799-1.4% |
| Participation rate | 94.8% | 87.3%+7.5pp | 87.8%+7.0pp | 72.3%+22.5pp |
| Annual return | 16.16% | 83.50%-67.3pp | 555.15%-539.0pp | 97.91%-81.8pp |
| Employer contribution / active EE | $1,640 | $3,951-58.5% | $6,162-73.4% | $2,405-31.8% |
| Participant deferral / active EE | $4,325 | $6,437-32.8% | $8,221-47.4% | $4,131+4.7% |
| Admin fee / account holder | $232 | $189+22.8% | $12,045-98.1% | $170+36.6% |