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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $57,623 |
GRANT THORNTON LLP1 year Service code 15 · EIN 87-3356273 | Recordkeeping | $28,875 |
Filed as: MESIROW FINANCIAL INC Service code 15 · EIN 36-3194849 | Recordkeeping | $24,894 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,031 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $46,158 | $55,416-16.7% | $75,972-39.2% | $77,643-40.6% |
| Participation rate | 76.4% | 63.6%+12.9pp | 69.1%+7.4pp | 70.6%+5.9pp |
| Annual return | 16.56% | 17.07%-0.5pp | 359.55%-343.0pp | 31.24%-14.7pp |
| Employer contribution / active EE | $1,439 | $1,788-19.5% | $2,685-46.4% | $2,726-47.2% |
| Participant deferral / active EE | $4,707 | $3,447+36.6% | $4,255+10.6% | $4,647+1.3% |
| Admin fee / account holder | $209 | $414-49.5% | $6,467-96.8% | $430-51.5% |