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 LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $32,173 |
Service code 12 · EIN 83-3455979 | Custodial (other than securities); Cl... | $12,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,496 | $133,040-43.3% | $119,258-36.7% | $79,386-4.9% |
| Participation rate | 60.7% | 80.9%-20.1pp | 82.7%-22.0pp | 70.7%-10.0pp |
| Annual return | 10.68% | 20.05%-9.4pp | 30.69%-20.0pp | 116.85%-106.2pp |
| Employer contribution / active EE | $1,096 | $4,390-75.0% | $4,384-75.0% | $2,427-54.9% |
| Participant deferral / active EE | $3,737 | $6,448-42.1% | $6,111-38.9% | $4,046-7.6% |
| Admin fee / account holder | $371 | $686-46.0% | $7,226-94.9% | $626-40.9% |