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 10-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 LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $18,750 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,151 |
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 | $63,071 | $101,499-37.9% | $147,005-57.1% | $74,546-15.4% |
| Participation rate | 83.0% | 75.5%+7.5pp | 82.2%+0.8pp | 67.2%+15.8pp |
| Annual return | 17.76% | 8732.34%-8714.6pp | 418.76%-401.0pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $2,948 | $3,811-22.6% | $4,934-40.3% | $2,624+12.3% |
| Participant deferral / active EE | $6,631 | $7,304-9.2% | $8,070-17.8% | $4,347+52.5% |
| Admin fee / account holder | $137 | $1,748-92.2% | $13,006-98.9% | $1,944-93.0% |