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) | $107,944 |
CREATIVE PLANNING LLC4+ years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,600 | $108,549-51.5% | $156,263-66.3% | $85,563-38.5% |
| Participation rate | 94.0% | 77.1%+16.9pp | 78.9%+15.1pp | 66.0%+28.0pp |
| Annual return | 16.93% | 21.79%-4.9pp | 59.47%-42.5pp | 31.51%-14.6pp |
| Employer contribution / active EE | $3,275 | $2,690+21.8% | $4,333-24.4% | $2,654+23.4% |
| Participant deferral / active EE | $6,500 | $4,800+35.4% | $6,158+5.5% | $4,375+48.6% |
| Admin fee / account holder | $153 | $650-76.4% | $14,255-98.9% | $834-81.6% |