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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $553,401 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $181,925 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $84,990 |
FORVIS MAZARS, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $55,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,154 | $57,150+63.0% | $93,606-0.5% | $106,382-12.4% |
| Participation rate | 25.8% | 49.1%-23.3pp | 68.7%-43.0pp | 69.9%-44.1pp |
| Annual return | 14.46% | 15.81%-1.4pp | 133.20%-118.7pp | 17.37%-2.9pp |
| Employer contribution / active EE | $502 | $1,015-50.5% | $2,420-79.2% | $3,364-85.1% |
| Participant deferral / active EE | $1,039 | $1,853-44.0% | $4,411-76.5% | $5,569-81.4% |
| Admin fee / account holder | $86 | $64+34.4% | $8,285-99.0% | $79+9.2% |