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 5-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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $362,933 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $106,594 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,601 | $55,527-82.7% | $81,783-88.3% | $199,768-95.2% |
| Participation rate | 86.2% | 62.7%+23.4pp | 72.4%+13.8pp | 72.0%+14.2pp |
| Annual return | 12.22% | 19.58%-7.4pp | 775.05%-762.8pp | 34.26%-22.0pp |
| Employer contribution / active EE | $0 | $2,111-100.0% | $2,913-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $2,142 | $3,296-35.0% | $4,320-50.4% | $5,090-57.9% |
| Admin fee / account holder | $88 | $347-74.8% | $7,380-98.8% | $269-67.4% |