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 LLC4 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 5440 W 110TH ST. · OVERLAND, KS 66211 | Advisory (Participants) | $12,331 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,122 | $59,263-18.8% | $96,562-50.2% | $79,386-39.4% |
| Participation rate | 28.7% | 61.9%-33.2pp | 69.8%-41.1pp | 70.7%-42.0pp |
| Annual return | 12.35% | 27.07%-14.7pp | 37.78%-25.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $342 | $1,216-71.9% | $2,356-85.5% | $2,427-85.9% |
| Participant deferral / active EE | $924 | $2,948-68.7% | $3,849-76.0% | $4,046-77.2% |
| Admin fee / account holder | $192 | $658-70.8% | $6,181-96.9% | $626-69.3% |