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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $143,707 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $34,511 |
Service code 99 P.O. BOX 19608 · GREENSBORO, NC 27419 | Other Fees | $14,500 |
Service code 55 ATTNL IPS COMPENSATION · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,006 | $99,078-68.7% | $96,544-67.9% | $74,419-58.3% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.0%+14.9pp | 70.7%+20.1pp |
| Annual return | 15.59% | 22.48%-6.9pp | 25.84%-10.3pp | 34.38%-18.8pp |
| Employer contribution / active EE | $542 | $2,570-78.9% | $2,965-81.7% | $2,637-79.5% |
| Participant deferral / active EE | $2,236 | $4,933-54.7% | $4,851-53.9% | $4,528-50.6% |
| Admin fee / account holder | $155 | $225-31.2% | $8,252-98.1% | $348-55.5% |