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 LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $13,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,034 | $54,573-13.8% | $90,951-48.3% | $73,488-36.0% |
| Participation rate | 54.3% | 61.2%-6.9pp | 69.0%-14.7pp | 70.7%-16.4pp |
| Annual return | 14.81% | 16.69%-1.9pp | 134.60%-119.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $868 | $991-12.5% | $2,122-59.1% | $2,270-61.8% |
| Participant deferral / active EE | $1,965 | $2,517-21.9% | $3,373-41.7% | $3,740-47.5% |
| Admin fee / account holder | $207 | $521-60.3% | $5,959-96.5% | $513-59.6% |