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 LLC9 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $27,348 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,913 | $48,750+57.8% | $88,946-13.5% | $74,304+3.5% |
| Participation rate | 79.0% | 44.5%+34.5pp | 68.8%+10.2pp | 60.3%+18.7pp |
| Annual return | 18.03% | 25.91%-7.9pp | 57.82%-39.8pp | 29.43%-11.4pp |
| Employer contribution / active EE | $3,097 | $1,255+146.8% | $2,555+21.2% | $2,241+38.2% |
| Participant deferral / active EE | $5,849 | $2,423+141.4% | $4,581+27.7% | $3,767+55.2% |
| Admin fee / account holder | $312 | $3,756-91.7% | $8,261-96.2% | $2,969-89.5% |