Filed June 2, 2023
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $67,779 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 43-1270780 | Advisory (Plan) | $42,870 |
ABDO, EICK & MEYERS, LLP1 year Filed as: ABDO Service code 10 · EIN 41-1397419 | Accounting | $9,500 |
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 | $27,074 | $88,890-69.5% | $102,423-73.6% | $77,643-65.1% |
| Participation rate | 94.0% | 80.9%+13.1pp | 76.5%+17.5pp | 70.6%+23.4pp |
| Annual return | 12.68% | 24.98%-12.3pp | 29.32%-16.6pp | 31.24%-18.6pp |
| Employer contribution / active EE | $991 | $2,698-63.3% | $3,023-67.2% | $2,726-63.6% |
| Participant deferral / active EE | $3,083 | $5,145-40.1% | $5,053-39.0% | $4,647-33.7% |
| Admin fee / account holder | $170 | $235-27.9% | $9,451-98.2% | $430-60.6% |