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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $106,688 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $29,971 |
FARBER HASS HURLEY LLP5 years Filed as: FABER HASS HURLEY LLP Service code 15 · EIN 20-4207759 | Recordkeeping | $16,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,832 | $89,436-75.6% | $164,813-86.8% | $77,643-71.9% |
| Participation rate | 94.1% | 78.6%+15.4pp | 78.6%+15.5pp | 70.6%+23.5pp |
| Annual return | 12.63% | 28.83%-16.2pp | 69.93%-57.3pp | 31.24%-18.6pp |
| Employer contribution / active EE | $675 | $2,569-73.7% | $4,341-84.4% | $2,726-75.2% |
| Participant deferral / active EE | $3,167 | $4,897-35.3% | $6,031-47.5% | $4,647-31.9% |
| Admin fee / account holder | $190 | $339-44.1% | $12,690-98.5% | $430-55.9% |