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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,132 |
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 15 · EIN 84-4519624 | Recordkeeping | $41,951 |
BAKER TILLY US, LLP1 year Service code 15 · EIN 30-1413443 | Recordkeeping | $24,675 |
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 | $23,067 | $42,886-46.2% | $88,946-74.1% | $85,563-73.0% |
| Participation rate | 39.4% | 37.9%+1.5pp | 68.8%-29.4pp | 66.0%-26.6pp |
| Annual return | 17.65% | 44.56%-26.9pp | 57.82%-40.2pp | 31.51%-13.9pp |
| Employer contribution / active EE | $1,155 | $1,147+0.7% | $2,555-54.8% | $2,654-56.5% |
| Participant deferral / active EE | $2,041 | $2,108-3.2% | $4,581-55.5% | $4,375-53.4% |
| Admin fee / account holder | $302 | $2,263-86.7% | $8,261-96.3% | $834-63.8% |