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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,353 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $14,034 |
KIRBY FOODS, INC.2 years Service code 10 · EIN 37-0756504 | Accounting | $12,096 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $11,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,673 | $42,353-27.6% | $79,550-61.4% | $64,808-52.7% |
| Participation rate | 40.3% | 64.8%-24.5pp | 69.5%-29.2pp | 71.5%-31.2pp |
| Annual return | -15.91% | -12.24%-3.7pp | 0.16%-16.1pp | 32.82%-48.7pp |
| Employer contribution / active EE | $174 | $1,181-85.3% | $2,413-92.8% | $2,506-93.1% |
| Participant deferral / active EE | $815 | $3,170-74.3% | $3,985-79.5% | $4,310-81.1% |
| Admin fee / account holder | $354 | $160+121.9% | $6,832-94.8% | $188+88.5% |