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 4-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) | $89,156 |
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $25,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,275 | $91,372-60.3% | $129,995-72.1% | $74,419-51.3% |
| Participation rate | 91.5% | 77.8%+13.7pp | 78.5%+13.0pp | 70.7%+20.7pp |
| Annual return | 22.77% | 23.21%-0.4pp | -137.18%+160.0pp | 34.38%-11.6pp |
| Employer contribution / active EE | $2,617 | $2,563+2.1% | $4,320-39.4% | $2,637-0.8% |
| Participant deferral / active EE | $4,617 | $4,721-2.2% | $5,820-20.7% | $4,528+2.0% |
| Admin fee / account holder | $109 | $283-61.5% | $10,614-99.0% | $348-68.6% |