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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $23,020 |
Service code 15 · EIN 20-8874282 | Recordkeeping | $8,575 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,296 |
Participant 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 | $28,045 | $72,254-61.2% | $86,677-67.6% | $64,808-56.7% |
| Participation rate | 82.8% | 80.4%+2.4pp | 76.6%+6.2pp | 71.5%+11.3pp |
| Annual return | -17.03% | 392.42%-409.4pp | 35.91%-52.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,277 | $4,658-51.1% | $4,656-51.1% | $4,310-47.2% |
| Admin fee / account holder | $95 | $174-45.5% | $7,493-98.7% | $188-49.6% |