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 LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $34,108 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,678 | $101,317-19.4% | $146,958-44.4% | $74,495+9.6% |
| Participation rate | 37.8% | 75.5%-37.7pp | 82.2%-44.3pp | 67.2%-29.4pp |
| Annual return | 14.88% | 8730.91%-8716.0pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $967 | $3,810-74.6% | $4,933-80.4% | $2,623-63.1% |
| Participant deferral / active EE | $3,915 | $7,303-46.4% | $8,070-51.5% | $4,346-9.9% |
| Admin fee / account holder | $543 | $1,739-68.8% | $12,998-95.8% | $1,942-72.1% |