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 | $71,967 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,328 |
MORNINGSTAR1 year Filed as: MORNINGSTAR RETIREMENT MANAGER Service code 26 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $495 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $144,027 | $119,446+20.6% | $150,045-4.0% | $85,563+68.3% |
| Participation rate | 98.7% | 75.4%+23.2pp | 82.3%+16.3pp | 66.0%+32.7pp |
| Annual return | 18.67% | 23.72%-5.1pp | 62.55%-43.9pp | 31.51%-12.8pp |
| Employer contribution / active EE | $5,492 | $4,078+34.7% | $4,693+17.0% | $2,654+107.0% |
| Participant deferral / active EE | $13,272 | $7,985+66.2% | $7,997+66.0% | $4,375+203.3% |
| Admin fee / account holder | $203 | $548-62.9% | $13,435-98.5% | $834-75.6% |