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 LLC3 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 5440 W 110TH ST. · OVERLAND, KS 66211 | Advisory (Participants) | $9,561 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,257 | $54,573-11.6% | $90,951-46.9% | $73,488-34.3% |
| Participation rate | 25.9% | 61.2%-35.2pp | 69.0%-43.1pp | 70.7%-44.8pp |
| Annual return | 12.55% | 16.69%-4.1pp | 134.60%-122.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $260 | $991-73.8% | $2,122-87.7% | $2,270-88.5% |
| Participant deferral / active EE | $760 | $2,517-69.8% | $3,373-77.5% | $3,740-79.7% |
| Admin fee / account holder | $191 | $521-63.3% | $5,959-96.8% | $513-62.7% |