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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $139,373 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $39,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,508 | $58,336-73.4% | $97,226-84.0% | $199,593-92.2% |
| Participation rate | 22.0% | 63.8%-41.7pp | 72.7%-50.6pp | 72.0%-49.9pp |
| Annual return | 15.48% | 32.81%-17.3pp | 75.13%-59.7pp | 34.25%-18.8pp |
| Employer contribution / active EE | $449 | $1,416-68.3% | $2,729-83.6% | $3,034-85.2% |
| Participant deferral / active EE | $742 | $3,240-77.1% | $4,264-82.6% | $5,087-85.4% |
| Admin fee / account holder | $117 | $114+2.5% | $5,654-97.9% | $269-56.5% |