Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $54,681 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $48,722 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,517 | $88,360+78.3% | $145,433+8.3% | $67,986+131.7% |
| Participation rate | 96.1% | 65.5%+30.6pp | 82.1%+13.9pp | 57.2%+38.9pp |
| Annual return | 21.63% | 63.15%-41.5pp | 66.58%-44.9pp | 31.67%-10.0pp |
| Employer contribution / active EE | $7,844 | $3,054+156.8% | $4,554+72.2% | $2,019+288.5% |
| Participant deferral / active EE | $16,527 | $5,932+178.6% | $7,897+109.3% | $3,358+392.2% |
| Admin fee / account holder | $509 | $3,313-84.6% | $13,129-96.1% | $3,203-84.1% |