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 7-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,804 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $25,067 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 16 · EIN 84-4519624 | Consulting | $6,667 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,459 | $129,095-69.4% | $184,200-78.6% | $77,671-49.2% |
| Participation rate | 93.5% | 87.3%+6.1pp | 86.8%+6.6pp | 70.6%+22.9pp |
| Annual return | 22.22% | 33.29%-11.1pp | 28.80%-6.6pp | 31.21%-9.0pp |
| Employer contribution / active EE | $3,236 | $4,410-26.6% | $6,424-49.6% | $2,726+18.7% |
| Participant deferral / active EE | $6,082 | $7,300-16.7% | $9,132-33.4% | $4,648+30.9% |
| Admin fee / account holder | $93 | $256-63.5% | $13,907-99.3% | $430-78.3% |