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 LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $7,668 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $7,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,850 | $79,171-11.8% | $102,423-31.8% | $74,495-6.2% |
| Participation rate | 47.8% | 74.8%-26.9pp | 76.5%-28.6pp | 67.2%-19.4pp |
| Annual return | 16.46% | 54.93%-38.5pp | 29.32%-12.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,443 | $2,362-38.9% | $3,023-52.3% | $2,623-45.0% |
| Participant deferral / active EE | $3,271 | $4,415-25.9% | $5,053-35.3% | $4,346-24.7% |
| Admin fee / account holder | $219 | $2,001-89.0% | $9,451-97.7% | $1,942-88.7% |