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 HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $58,390 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,277 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,802 | $82,917+61.4% | $103,333+29.5% | $77,643+72.3% |
| Participation rate | 75.8% | 71.6%+4.3pp | 74.5%+1.3pp | 70.6%+5.3pp |
| Annual return | 15.86% | 19.13%-3.3pp | 24.88%-9.0pp | 31.24%-15.4pp |
| Employer contribution / active EE | $7,802 | $3,552+119.7% | $3,868+101.7% | $2,726+186.2% |
| Participant deferral / active EE | $9,366 | $4,108+128.0% | $5,057+85.2% | $4,647+101.5% |
| Admin fee / account holder | $197 | $638-69.2% | $8,355-97.6% | $430-54.3% |