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 64 · EIN 04-2647786 | Recordkeeping Fees | $52,324 |
CREATIVE PLANNING LLC1 year Service code 16 · EIN 43-1270780 | Consulting | $16,782 |
ORTA & CHOATE, P.C.1 year Service code 10 · EIN 20-1196661 | Accounting | $14,600 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $6,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,971 | $53,136-73.7% | $155,509-91.0% | $199,593-93.0% |
| Participation rate | 43.9% | 64.1%-20.2pp | 78.2%-34.3pp | 72.0%-28.1pp |
| Annual return | 17.44% | 41.15%-23.7pp | 64.67%-47.2pp | 34.25%-16.8pp |
| Employer contribution / active EE | $300 | $1,851-83.8% | $4,672-93.6% | $3,034-90.1% |
| Participant deferral / active EE | $1,437 | $3,161-54.5% | $5,626-74.5% | $5,087-71.8% |
| Admin fee / account holder | $95 | $185-48.6% | $15,912-99.4% | $269-64.6% |