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 |
|---|---|---|
Service code 15 · EIN 13-4232340 | Recordkeeping | $26,213 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $9,676 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,802 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,600 | $101,317+174.0% | $146,958+88.9% | $74,495+272.6% |
| Participation rate | 74.8% | 75.5%-0.7pp | 82.2%-7.3pp | 67.2%+7.6pp |
| Annual return | 15.75% | 8730.91%-8715.2pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $742 | $3,810-80.5% | $4,933-85.0% | $2,623-71.7% |
| Participant deferral / active EE | $8,833 | $7,303+20.9% | $8,070+9.5% | $4,346+103.2% |
| Admin fee / account holder | $325 | $1,739-81.3% | $12,998-97.5% | $1,942-83.3% |