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 | $52,080 |
Filed as: MESIROW FINANCIAL INC Service code 15 · EIN 36-3194849 | Recordkeeping | $14,223 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $42,892 | $89,465-52.1% | $164,866-74.0% | $77,671-44.8% |
| Participation rate | 40.4% | 78.6%-38.2pp | 78.6%-38.2pp | 70.6%-30.2pp |
| Annual return | 21.41% | 28.81%-7.4pp | 69.97%-48.6pp | 31.21%-9.8pp |
| Employer contribution / active EE | $0 | $2,568-100.0% | $4,343-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,414 | $4,897-50.7% | $6,033-60.0% | $4,648-48.1% |
| Admin fee / account holder | $187 | $340-45.1% | $12,689-98.5% | $430-56.7% |