Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $74,555 |
BENEFIT FIDUCIARY GROUP LLC6 years Service code 15 · EIN 27-4653554 | Recordkeeping | $62,359 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $5,589 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,796 | $106,110+6.3% | $147,005-23.3% | $77,671+45.2% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 16.97% | 56.77%-39.8pp | 418.76%-401.8pp | 31.21%-14.2pp |
| Employer contribution / active EE | $3,749 | $4,065-7.8% | $4,934-24.0% | $2,726+37.5% |
| Participant deferral / active EE | $10,824 | $7,992+35.4% | $8,070+34.1% | $4,648+132.9% |
| Admin fee / account holder | $213 | $338-36.8% | $13,006-98.4% | $430-50.4% |