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 LLC6 years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $62,224 |
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 | $78,277 | $100,227-21.9% | $169,993-54.0% | $74,419+5.2% |
| Participation rate | 91.9% | 87.3%+4.5pp | 87.0%+4.9pp | 70.7%+21.1pp |
| Annual return | 17.43% | 66.08%-48.7pp | 53.37%-35.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,733 | $4,263-59.4% | $6,785-74.5% | $2,637-34.3% |
| Participant deferral / active EE | $4,671 | $7,143-34.6% | $10,408-55.1% | $4,528+3.2% |
| Admin fee / account holder | $201 | $234-14.3% | $12,815-98.4% | $348-42.2% |