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 7-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 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,517 | $100,923+56.1% | $150,045+5.0% | $74,304+112.0% |
| Participation rate | 96.1% | 70.1%+26.0pp | 82.3%+13.7pp | 60.3%+35.7pp |
| Annual return | 21.63% | 51.77%-30.1pp | 62.55%-40.9pp | 29.43%-7.8pp |
| Employer contribution / active EE | $7,844 | $3,463+126.5% | $4,693+67.1% | $2,241+250.0% |
| Participant deferral / active EE | $16,527 | $6,709+146.3% | $7,997+106.7% | $3,767+338.7% |
| Admin fee / account holder | $509 | $2,767-81.6% | $13,435-96.2% | $2,969-82.8% |