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 9-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 37 · EIN 04-2647786 | Loan Processing | $354,140 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $43,750 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $31,250 |
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 | $36,441 | $104,631-65.2% | $98,439-63.0% | $80,160-54.5% |
| Participation rate | 93.6% | 87.5%+6.0pp | 75.2%+18.4pp | 72.9%+20.7pp |
| Annual return | 33.05% | 34.72%-1.7pp | 21.16%+11.9pp | 40.38%-7.3pp |
| Employer contribution / active EE | $2,023 | $4,517-55.2% | $3,048-33.6% | $2,978-32.1% |
| Participant deferral / active EE | $3,789 | $6,545-42.1% | $4,738-20.0% | $5,017-24.5% |
| Admin fee / account holder | $109 | $105+4.4% | $8,948-98.8% | $145-24.5% |