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 | $30,163 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,766 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,468 | $73,397+324.4% | $178,014+75.0% | $74,546+317.8% |
| Participation rate | 93.7% | 66.6%+27.1pp | 77.1%+16.6pp | 67.2%+26.5pp |
| Annual return | 18.17% | 17.49%+0.7pp | 294.80%-276.6pp | 1366.03%-1347.9pp |
| Employer contribution / active EE | $5,726 | $2,217+158.2% | $3,950+45.0% | $2,624+118.2% |
| Participant deferral / active EE | $14,183 | $4,512+214.3% | $6,276+126.0% | $4,347+226.2% |
| Admin fee / account holder | $285 | $1,809-84.3% | $10,362-97.3% | $1,944-85.4% |