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 LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $28,101 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,811 |
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 | $127,737 | $93,571+36.5% | $135,903-6.0% | $75,163+69.9% |
| Participation rate | 95.3% | 75.2%+20.1pp | 81.9%+13.4pp | 67.2%+28.1pp |
| Annual return | 20.68% | 30.90%-10.2pp | 68.23%-47.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $6,255 | $3,537+76.9% | $4,856+28.8% | $2,670+134.3% |
| Participant deferral / active EE | $16,301 | $6,404+154.5% | $7,758+110.1% | $4,125+295.2% |
| Admin fee / account holder | $350 | $6,975-95.0% | $10,762-96.7% | $5,651-93.8% |