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 LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $43,066 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,891 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $210,629 | $86,929+142.3% | $102,423+105.6% | $80,856+160.5% |
| Participation rate | 93.3% | 72.4%+20.9pp | 76.5%+16.8pp | 67.6%+25.6pp |
| Annual return | 13.90% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $6,624 | $2,369+179.6% | $3,023+119.1% | $2,755+140.4% |
| Participant deferral / active EE | $14,206 | $4,118+244.9% | $5,053+181.1% | $4,296+230.7% |
| Admin fee / account holder | $333 | $8,049-95.9% | $9,451-96.5% | $6,918-95.2% |