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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $75,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,208 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $22,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,551 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,010 | $101,317+175.4% | $146,958+89.9% | $74,495+274.5% |
| Participation rate | 96.6% | 75.5%+21.1pp | 82.2%+14.5pp | 67.2%+29.4pp |
| Annual return | 12.54% | 8730.91%-8718.4pp | 418.34%-405.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $6,979 | $3,810+83.2% | $4,933+41.5% | $2,623+166.1% |
| Participant deferral / active EE | $14,255 | $7,303+95.2% | $8,070+76.6% | $4,346+228.0% |
| Admin fee / account holder | $658 | $1,739-62.2% | $12,998-94.9% | $1,942-66.1% |