See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $28,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,873 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,748 | $84,487+11.0% | $125,339-25.2% | $66,914+40.1% |
| Participation rate | 98.8% | 76.4%+22.4pp | 82.4%+16.4pp | 69.8%+29.0pp |
| Annual return | -17.92% | -8.39%-9.5pp | 572.05%-590.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,644 | $3,553+2.6% | $4,814-24.3% | $2,544+43.2% |
| Participant deferral / active EE | $9,556 | $6,781+40.9% | $7,446+28.3% | $4,237+125.5% |
| Admin fee / account holder | $271 | $685-60.4% | $10,010-97.3% | $593-54.2% |