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 LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $19,188 |
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 | $41,076 | $49,451-16.9% | $79,550-48.4% | $66,914-38.6% |
| Participation rate | 57.7% | 61.3%-3.7pp | 69.5%-11.8pp | 69.8%-12.1pp |
| Annual return | -12.85% | 84.25%-97.1pp | 0.16%-13.0pp | 1.58%-14.4pp |
| Employer contribution / active EE | $2,088 | $1,266+65.0% | $2,413-13.5% | $2,544-17.9% |
| Participant deferral / active EE | $3,468 | $3,159+9.8% | $3,985-13.0% | $4,237-18.2% |
| Admin fee / account holder | $221 | $595-62.8% | $6,832-96.8% | $593-62.7% |