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 LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $28,915 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,994 |
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 | $34,407 | $99,078-65.3% | $96,544-64.4% | $74,419-53.8% |
| Participation rate | 82.6% | 80.7%+1.9pp | 76.0%+6.6pp | 70.7%+11.9pp |
| Annual return | 16.19% | 22.48%-6.3pp | 25.84%-9.7pp | 34.38%-18.2pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,571 | $4,933-47.9% | $4,851-47.0% | $4,528-43.2% |
| Admin fee / account holder | $92 | $225-59.2% | $8,252-98.9% | $348-73.7% |