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 | $30,033 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,328 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,886 | $93,571-31.7% | $135,903-53.0% | $75,163-15.0% |
| Participation rate | 86.0% | 75.2%+10.8pp | 81.9%+4.1pp | 67.2%+18.8pp |
| Annual return | 14.95% | 30.90%-16.0pp | 68.23%-53.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,129 | $3,537-39.8% | $4,856-56.2% | $2,670-20.3% |
| Participant deferral / active EE | $6,958 | $6,404+8.7% | $7,758-10.3% | $4,125+68.7% |
| Admin fee / account holder | $372 | $6,975-94.7% | $10,762-96.5% | $5,651-93.4% |