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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,109 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $18,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,295 | $96,484-51.0% | $156,263-69.7% | $74,304-36.3% |
| Participation rate | 43.2% | 67.7%-24.5pp | 78.9%-35.7pp | 60.3%-17.2pp |
| Annual return | 16.41% | 17.73%-1.3pp | 59.47%-43.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,863 | $2,528-26.3% | $4,333-57.0% | $2,241-16.9% |
| Participant deferral / active EE | $3,596 | $4,286-16.1% | $6,158-41.6% | $3,767-4.6% |
| Admin fee / account holder | $349 | $3,728-90.6% | $14,255-97.6% | $2,969-88.2% |