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 5-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 | $40,830 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,426 | $80,968+141.4% | $96,544+102.4% | $75,163+160.0% |
| Participation rate | 95.6% | 71.8%+23.8pp | 76.0%+19.6pp | 67.2%+28.4pp |
| Annual return | 16.05% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $5,880 | $2,282+157.7% | $2,965+98.3% | $2,670+120.2% |
| Participant deferral / active EE | $13,962 | $3,928+255.4% | $4,851+187.8% | $4,125+238.5% |
| Admin fee / account holder | $269 | $6,724-96.0% | $8,252-96.7% | $5,651-95.2% |