See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICE LLC Service code 12 · EIN 23-3038464 | Contract Administrator; Consulting (p... | $13,594 |
CREATIVE PLANNING LLC6 years Filed as: CREATIVE FINANCIAL GROUP Service code 22 16 CAMPUS BLVD., SUITE 200 · NEWTOWN SQUARE, PA 19073 | Insurance Broker | $12,189 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $11,299 |
NEWSQUARE CAPITAL, LLC5 years Service code 22 16 CAMPUS BLVD SUITE 100 · NEWTOWN SQUARE, PA 19073 | Insurance Broker | $7,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,471 | $66,098-49.4% | $101,794-67.1% | $74,304-55.0% |
| Participation rate | 61.5% | 53.8%+7.8pp | 69.2%-7.6pp | 60.3%+1.2pp |
| Annual return | 15.83% | 19.59%-3.8pp | 30.53%-14.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $638 | $1,082-41.0% | $2,289-72.1% | $2,241-71.5% |
| Participant deferral / active EE | $2,369 | $2,781-14.8% | $4,084-42.0% | $3,767-37.1% |
| Admin fee / account holder | $418 | $4,146-89.9% | $8,777-95.2% | $2,969-85.9% |