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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $185,481 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $85,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,557 | $241,101-79.9% | $103,374-53.0% | $199,768-75.7% |
| Participation rate | 48.4% | 78.3%-29.9pp | 74.5%-26.1pp | 72.0%-23.6pp |
| Annual return | 13.87% | 17.80%-3.9pp | 24.89%-11.0pp | 34.26%-20.4pp |
| Employer contribution / active EE | $628 | $4,244-85.2% | $3,869-83.8% | $3,037-79.3% |
| Participant deferral / active EE | $3,508 | $3,958-11.4% | $5,058-30.6% | $5,090-31.1% |
| Admin fee / account holder | $158 | $288-45.1% | $8,394-98.1% | $269-41.3% |