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.
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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 LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 5454 W 110TH ST. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,530 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $12,593 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $88,466 | $80,673+9.7% | $101,326-12.7% | $84,808+4.3% |
| Participation rate | 98.2% | 77.8%+20.5pp | 81.5%+16.7pp | 68.3%+29.9pp |
| Annual return | 55.53% | 38.95%+16.6pp | 36.82%+18.7pp | 40.90%+14.6pp |
| Employer contribution / active EE | $4,278 | $2,698+58.6% | $3,665+16.7% | $2,631+62.6% |
| Participant deferral / active EE | $7,610 | $6,840+11.2% | $7,994-4.8% | $4,212+80.7% |
| Admin fee / account holder | $397 | $12,784-96.9% | $11,185-96.5% | $7,344-94.6% |