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 | Recordkeeping and information managem... | $17,578 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $16,557 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,951 | $59,159-46.0% | $159,960-80.0% | $66,914-52.3% |
| Participation rate | 82.5% | 68.1%+14.4pp | 78.0%+4.6pp | 69.8%+12.7pp |
| Annual return | -14.22% | -12.26%-2.0pp | 408.60%-422.8pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,447 | $1,983+23.4% | $4,226-42.1% | $2,544-3.8% |
| Participant deferral / active EE | $5,492 | $4,395+25.0% | $6,182-11.2% | $4,237+29.6% |
| Admin fee / account holder | $129 | $591-78.1% | $8,698-98.5% | $593-78.2% |