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 6-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) | $60,996 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,083 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,532 | $106,028-38.2% | $146,958-55.4% | $77,643-15.6% |
| Participation rate | 84.0% | 78.4%+5.6pp | 82.2%+1.9pp | 70.6%+13.4pp |
| Annual return | 15.59% | 56.73%-41.1pp | 418.34%-402.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $3,445 | $4,063-15.2% | $4,933-30.2% | $2,726+26.4% |
| Participant deferral / active EE | $11,165 | $7,990+39.7% | $8,070+38.3% | $4,647+140.2% |
| Admin fee / account holder | $286 | $337-15.4% | $12,998-97.8% | $430-33.6% |