See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,227 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $28,576 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,952 | $84,556-42.1% | $116,228-57.9% | $74,304-34.1% |
| Participation rate | 92.8% | 66.0%+26.8pp | 74.6%+18.2pp | 60.3%+32.4pp |
| Annual return | 15.06% | 18.35%-3.3pp | 90.06%-75.0pp | 29.43%-14.4pp |
| Employer contribution / active EE | $2,879 | $2,168+32.8% | $2,994-3.9% | $2,241+28.5% |
| Participant deferral / active EE | $4,614 | $3,814+21.0% | $4,953-6.8% | $3,767+22.5% |
| Admin fee / account holder | $292 | $3,792-92.3% | $11,989-97.6% | $2,969-90.2% |