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, LLC2 years Service code 12 · EIN 83-3455979 | Direct payment from the plan; Custodi... | $20,704 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC Service code 26 · EIN 83-3455979 5440 W 110TH STREET · OVERLAND, KS 66211 | Advisory (Participants) | $7,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,020 | $27,641+62.9% | $61,373-26.6% | $68,494-34.3% |
| Participation rate | 42.4% | 39.5%+2.9pp | 52.6%-10.2pp | 67.9%-25.5pp |
| Annual return | -12.67% | -13.24%+0.6pp | 338.61%-351.3pp | -7.84%-4.8pp |
| Employer contribution / active EE | $85 | $695-87.8% | $1,159-92.7% | $2,596-96.7% |
| Participant deferral / active EE | $1,698 | $1,263+34.5% | $2,125-20.1% | $4,027-57.8% |
| Admin fee / account holder | $576 | $2,010-71.4% | $2,130-73.0% | $5,403-89.3% |