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 3-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 LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $59,106 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,257 | $108,919-60.3% | $100,391-56.9% | $145,922-70.4% |
| Participation rate | 0.0% | 82.9%-82.9pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 20.23% | 57.88%-37.7pp | 49.20%-29.0pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,088,275 | $4,419+24525.6% | $3,942+27509.4% | $4,660+23255.5% |
| Participant deferral / active EE | $2,488,793 | $8,445+29371.0% | $8,082+30695.5% | $6,688+37114.4% |
| Admin fee / account holder | $243 | $9,689-97.5% | $7,899-96.9% | $13,397-98.2% |