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 |
|---|---|---|
Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE # 22 · SALEM, OR 97302 | Contract Administrator | $7,833 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,557 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,492 | $91,372-71.0% | $129,995-79.6% | $74,419-64.4% |
| Participation rate | 41.5% | 77.8%-36.3pp | 78.5%-37.0pp | 70.7%-29.3pp |
| Annual return | 48.70% | 23.21%+25.5pp | -137.18%+185.9pp | 34.38%+14.3pp |
| Employer contribution / active EE | $958 | $2,563-62.6% | $4,320-77.8% | $2,637-63.7% |
| Participant deferral / active EE | $2,208 | $4,721-53.2% | $5,820-62.1% | $4,528-51.2% |
| Admin fee / account holder | $29 | $283-89.6% | $10,614-99.7% | $348-91.5% |