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,INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $7,503 |
Service code 27 · EIN 83-3455979 | Advisory (Plan) | $5,468 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,308 | $64,119-9.1% | $112,228-48.0% | $66,914-12.9% |
| Participation rate | 24.3% | 68.5%-44.2pp | 75.1%-50.8pp | 69.8%-45.5pp |
| Annual return | -15.64% | -13.81%-1.8pp | 27.45%-43.1pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,192 | $3,005-60.3% | $3,635-67.2% | $2,544-53.1% |
| Participant deferral / active EE | $694 | $3,693-81.2% | $4,728-85.3% | $4,237-83.6% |
| Admin fee / account holder | $302 | $625-51.8% | $6,410-95.3% | $593-49.2% |