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 9-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 Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $7,315 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,864 | $104,317-66.6% | $159,436-78.1% | $86,799-59.8% |
| Participation rate | 12.5% | 77.7%-65.2pp | 82.8%-70.3pp | 72.3%-59.8pp |
| Annual return | 21.31% | 26.32%-5.0pp | 263.57%-242.3pp | 97.91%-76.6pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,362 | $6,837-80.1% | $7,352-81.5% | $4,131-67.0% |
| Admin fee / account holder | $231 | $172+34.4% | $10,799-97.9% | $170+36.5% |