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 |
|---|---|---|
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Recordkeeping and information managem... | $18,327 |
CREATIVE PLANNING LLC6 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $17,135 |
STEPHANO SLACK LLC1 year Service code 10 · EIN 16-1710665 | Accounting | $10,000 |
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 | $35,527 | $78,483-54.7% | $106,201-66.5% | $74,546-52.3% |
| Participation rate | 97.9% | 72.8%+25.1pp | 75.3%+22.6pp | 67.2%+30.7pp |
| Annual return | 16.40% | 15.94%+0.5pp | 116.26%-99.9pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $1,276 | $2,522-49.4% | $3,170-59.7% | $2,624-51.4% |
| Participant deferral / active EE | $3,993 | $4,320-7.6% | $5,012-20.3% | $4,347-8.1% |
| Admin fee / account holder | $258 | $2,236-88.4% | $11,039-97.7% | $1,944-86.7% |