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 Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $41,486 |
Service code 12 · EIN 91-1035498 | Recordkeeping and information managem... | $28,930 |
Service code 26 · EIN 93-1111946 | Advisory (Participants) | $11,367 |
Service code 26 · EIN 93-0646988 | Advisory (Participants) | $10,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $157,666 | $81,248+94.1% | $155,509+1.4% | $80,856+95.0% |
| Participation rate | 80.2% | 66.2%+14.0pp | 78.2%+2.0pp | 67.6%+12.6pp |
| Annual return | 11.28% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,927 | $3,100-37.9% | $4,672-58.8% | $2,755-30.1% |
| Participant deferral / active EE | $5,706 | $3,452+65.3% | $5,626+1.4% | $4,296+32.8% |
| Admin fee / account holder | $919 | $7,997-88.5% | $15,912-94.2% | $6,918-86.7% |