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 8-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $176,754 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDING CO LLC Service code 16 · EIN 84-4519624 | Consulting | $37,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC. Service code 16 · EIN 43-1270780 | Consulting | $37,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $27,725 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $18,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,352 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,526 | $95,388-33.4% | $125,339-49.3% | $77,904-18.5% |
| Participation rate | 70.8% | 78.6%-7.8pp | 82.4%-11.6pp | 73.7%-2.9pp |
| Annual return | -19.33% | 116.19%-135.5pp | 572.05%-591.4pp | 12.21%-31.5pp |
| Employer contribution / active EE | $2,782 | $3,666-24.1% | $4,814-42.2% | $2,848-2.3% |
| Participant deferral / active EE | $8,406 | $7,711+9.0% | $7,446+12.9% | $4,806+74.9% |
| Admin fee / account holder | $57 | $119-52.1% | $10,010-99.4% | $133-57.1% |